In the second of a new series of regular columns reviewing adviser software and systems, Adam Higgs says a practice management system with accurate data that is used correctly by all staff can provide huge efficiencies
Today's world is run by data and the financial advice sector is no different. Regulatory changes such as the Retail Distribution Review (RDR) and, more recently, the General Data Protection Regulation...
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Moves to overweight equities and fixed income
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View from the front row
'No control or oversight'