Mark Loosmore picks out six areas where having the right technology solutions in place will help businesses meet upcoming regulatory requirements such as MiFID II and GDPR - and do so cost-effectively
Before reading any further, let's conduct a quick experiment. Click on this Youtube video - don't worry, it's nothing to upset your firewalls - and then do as you're asked. Done it? No? How about...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
CFP Nathan Bater speaks to PA
It's The Pro Adviser Podcast
Morningstar sees 'building investor interest' in ESG space in January data