Nick Eatock looks towards a tech utopia where deeper and more effective integrations between various systems in the adviser toolkit are seamless...
In an ideal world, all the systems advisers use, or want to use, would integrate flawlessly, pulling data from one to the other in a seamless journey that saves firms time and money and delivers value...
Discretionary managers under threat
Why complain when you can compete?
36% plan to add new tech
15 failed to pay more than BoE
Banks must work together with clients to help transition
Sustainable Festival: UN's Mulder says asset owners must take nature-based investment more seriously
Investment gap must be closed
Adding to 67 firms