Adviser firms operating inefficiently due to poor integration - research

Staff could be 100% more efficient

Sophie King
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Anthony Rafferty: “This disconnect is a very real and significant issue for advice firms, draining their resources on a daily basis.”
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Anthony Rafferty: “This disconnect is a very real and significant issue for advice firms, draining their resources on a daily basis.”

Advisers firms are being forced to operate at a fraction of their potential due to poor integration, research has found.

The research found poor integration is costing firms in terms of time, resources and money, as well as affecting their services to clients, simply because of the disconnect between adviser systems such...

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