The retail client is evolving, writes, Graham Swan, meaning platform disruptions are more likely to prompt both advisers and clients to consider switching providers - although the good news is this can be prevented
Suspended log-ins, delays in income payments to clients, spiralling costs, aggrieved advisers and long-lasting brand damage - migrations and re-platforming projects have become essential but high-stakes...
Targeting intermediary market
Represents £8trn in assets
Simplify and modernise
Retirement Planner Forum 2019