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,...
Incorporating SM&CR into company culture
'Strong client focus'
Until Woodford suspension ends
Latest news and analysis
Our weekly heads-up for advisers