The benefits of cashflow modelling technology explored
Industry in the foothills of something ‘really quite special’
Worst quarter since Lang Cat’s records started in 2016
&me platform for 'next generation of clients'
‘Opportunity to transform cost of advice business’
Move towards outcome-based planning will emerge
Delegates heard platforms are ‘overpriced for what they deliver’
The promise of tech has not been fulfilled in retail investment
Call to starting to thinking 'beyond implementation’
Trading update for three months ended 31 December 2022