Among re-platforming's various issues, client migration is arguably the most problematic, writes Tom Ellis. As the lang cat market analysis manager Terry Huddart puts it, this is the "live ammunition stage".
As part of switching technology provider or transferring onto an upgraded version of their current platform, re-platformers have to move all of their clients' data and assets from the old platform to the...
… and not just wagging their tax tails
Consultation open until 12 March 2018
'Advisers are waking up'
Investors across the globe have an apparently innate home bias, preferring to invest in companies based in domestic markets rather than looking abroad, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.
Quarter of retirees in “substantial debt”