"Elon Musk is trying to send people to Mars and we're still faffing around whether clients can fill in an online fact find," one financial adviser tells Julie Best. Here, she discusses what five things advisers actually want from technology providers …
When a grand total of zero people raised their hands in an audience of more than 350 financial advisers and planners at April's PA360 event after they were asked "are you happy with your current technology...
Increasing in lockdown
'No need to be an expert'
Re-platforming went well
Advice firm saves cricket club from folding during lockdown and other good news stories of the week…
Supporting local business
PIMFA Virtual Fest
Record outflows in March
Died from motor neurone disease