This episode of Professional Adviser TV sees Sweeny Wealth Management Chartered financial planner Paul Sweeny and Lorna Whalley, director of Aviva’s wealth platform, join the team in the studio to talk about the current state of the platform market and if it still needs to evolve to meet the needs of advisers.
In this week's Advice Lens, Sweeny shared that the biggest area that his firm is facing at the moment on his platform is tax reporting. "That's really an area that needs to improve," he said. "Integration of back-office systems is also a major area for improvement at the moment." As an adviser, Sweeny also said that having a key point of contact that he can access quickly is vital. In the episode, both highlighted that service on platforms and efficiency is important. Whalley agreed that the platform market needs to utilise technology to evolve, but it takes a lot of time, resou...
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