Mark Loosmore, from technology consultancy AT8 Group, discusses how large corporates and banks are being left standing by some smaller IFAs, who are firmly in the driving seat when it comes to using technology for distribution...
In the current set of articles AT8 is writing for Professional Adviser, we have visited large and small distributors to understand how technology is being used in the field and at the office. We expected...
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress