Andy Watts, intermediary director at 1st - Exchange, looks at the part technology is playing for adviser firms wanting to differentiate their business in the run-up to RDR.
You cannot pick up a newspaper at the moment without reading about some form of consolidation, merger or integration in the industry. This trend covers building societies, banks and, in particular, adviser...
Partner Insight: Dennis Hall, director and CEO of Yellowtail Financial Planning, Julia Dreblow, founder of SRI Financial Services and Frank Potaczek, head of UK proposition at Architas met in London to discuss different types of investor attitudes towards...
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