Providers must do better to protect advisers during re-platforming projects and their aftermath, according to 'The Great Platform Debate' panellists at the PA360 North adviser conference on Wednesday.
The panel were asked about the controversial technology changes that have dominated the discourse around the sector for the last 12 months. Next Wealth managing director Heather Hopkins described re-platforming as...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till