Consolidates communications from multiple channels into a single, real-time dashboard
Just a quarter of respondents would support the change
Mutual backs WIFA 2025
Kapoor points to UK regulation becoming more ‘goals focused’
M&A strategy not necessarily a winner
The Marlborough Select Platform caters to advisers and their clients
Developed following industry feedback
No final decision on status overhaul has been made
Defaqto conference panellists urge shift to service-led, goal-driven strategies