Advisers need to tell providers exactly what technology they want to use to best serve their clients, Mark Polson has said.
The lang cat principal and founder was speaking on a technology and innovation panel at Professional Adviser's inaugural annual conference, PA360. "I would like to see advisers stop consuming technology...
Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Senior Managers Regime
Interest rate outlook unchaged
FCA made demands last week