Three major themes underpinned the biggest news stories in the advised platform sector in a year of change and disruption. It was certainly not all positive but much of it was premeditated ...
While advisers had to contend with the likes of MiFID II and GDPR and preparing for 2019's introduction of the Senior Managers and Certification Regime, the biggest news to emerge from the platform sector...
Clarke replacing Balkham
'Deep-dive analysis of client behaviour'
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