Technology should take out the cost and hassle of platforms and adviser back-office integrations, says Paul Pettitt - in the process, leading to better outcomes for advisers and consumers
Integration is one of the key differentiators for platforms and adviser software systems. The benefits of joined-up systems and platforms have been enjoyed for many years. For an adviser and their paraplanner...
… 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”