Paul Yates, strategy and product development director at Avelo, explains how to get your technology setup in line for the new advisory landsape.
This year is a watershed for the financial services industry. It is a year of transition, the likes of which I have not seen since I first entered this industry (and that was a long time ago). Firms...
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