Sesame Bankhall Group's head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK.
In early 2011, Sesame Bankhall Group (SBG) set out to identify the systems and tools our member firms could adopt to ensure they thrive in a post RDR world. At our annual conference back in November,...
£300bn of liabilities
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Appointed by FCA and PSR boards