As the holders of most client data, many adviser firms will look to their chosen software suppliers for help ensuring compliance with the GDPR - so here Adam Higgs looks at some of the key players and issues
We work in a data-hungry industry where the information collected is often very sensitive. As such, the trust shown in us by our clients when handling their data should not be taken lightly. On 25 May,...
Acquisition completed earlier this month.
Changes to take place by next year
Launched 18 November
Investment Association to create new labels