Anthony Rafferty: Why integration needs to be a done deal

Mark Polson of the lang cat recently spoke of a conversation he had where the question of how ‘normal' sized adviser firms could keep up with everything they are expected to do, have good processes and still write business, serve clients and all the rest. The answer, of course, is making best use of digital solutions. It is going to be crucial to all advisory firms going forward - not just to keep pace and make a profit after dealing with everything in running their businesses, but also to keep abreast of consumer expectations. With the introduction of banking apps, like Bean and Yolt...