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...
What’s right – not what sells
Available on Investcentre platform
Invested from 2006-2011
Increase in lasting power of attorney fraud
DWP: ‘We must still be pragmatic.’