Technology

&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

‘The partnership will help us achieve great execution prices for our customers’

Dynamic Planner provided to advisers within Quilter group

Platform says cashflow modelling is ‘more fundamental than ever before’