Switching can be 'absolutely brutal'
12 firms selected as members
Tech for advice firms and comparison tools
'IFAs bore the brunt'
Balancing new and existing clients
Win free places at the awards
'Prioritising complex, localised issues'
'Enrich client proposition'
Poor customer experiences
Awaiting FAMR’s review
13 member firms to oversee project
In association with Professional Adviser
Aimed at HNW clients and family groups
In three years
FCA made demands last week
Tough year for the sector
Adviser tech review
Proposals fall short
Would affect five adviser platforms
Proposed changes to effect from 31 July 2020
Publication expected tomorrow
Following re-platforming moves
Total 3,117 schemes in deficit