Mark Palmer, director of products and marketing at Invu, reveals how advisers can reduce costs, automate RDR compliance and, critically, improve competitive position by using effective data storage.
While RDR will not be implemented until January 2013, both providers and financial advisers need to give serious thought to the implications of the changing regulatory climate. This new regulatory model...
Self-administered pensions reported net investment £4.7bn in Q2
Was responsible for IT and transformation
There are 1,840 asset management firms with £8trn AUM
Also unveils trust IPO raised £100m
Paul Bruns and Elaine Parkes