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Julie Best: "We have seen universal agreement that different pieces of adviser technology should be much better at talking to each other."
"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...
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