Taking the plunge and consolidating their data systems can give advisers real opportunities to improve both their overall financial profile and their offering to clients, explains Kirsty Worgan
Technological developments have, in recent years, opened up a number of possibilities for advisers looking for better ways to service their clients and make the most of their existing data. Despite this,...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions