Adviser businesses need their software, platforms and back-office systems to better and more easily talk with one another, says Anthony Rafferty, and the 'hub-and-spoke' approach to technology is a way to achieve that level of integration
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...
Asset managers and platforms don't always see eye-to-eye
Powerful and transformative forces
Increasing in lockdown
'No need to be an expert'
Range from 24 to 59 years old
Directors to pay upwards of £6m
Sanlam on Demand
No need for wet signatures
Fees play a big part