Providers must do better to protect advisers during re-platforming projects and their aftermath, according to 'The Great Platform Debate' panellists at the PA360 North adviser conference on Wednesday.
The panel were asked about the controversial technology changes that have dominated the discourse around the sector for the last 12 months. Next Wealth managing director Heather Hopkins described re-platforming as...
No need for wet signatures
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'Substantial lessening' of competition
'Until absolutely safe'
Asset managers and platforms don't always see eye-to-eye
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