Marilyn Cole outlines the most significant technology and design trends that could have an impact on adviser businesses and to which you should therefore be paying attention over the coming year
At Space, we have been discussing the most significant trends in technology and design that could and should have an impact on adviser businesses as we enter 2018. Although we do not see anything changing...
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PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
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An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client