Nearly 40% last worked with a new platform more than five years ago
‘Technology is still not as streamlined as we have come to expect’
‘There is no silver bullet to solve this…no single piece of regulation’
Where are the areas where we need to give due diligence a good hard stare?
Third of advisers feel AI will transform their profession
Added more than 50,000 platform customers
Continuous innovation in platforms is essential
'The beating heart of adviser tech ecosystems'
Engaging younger saves through apps is a work in progress
The regulator is looking to find opportunities from new technology