Adviser businesses need their software, platforms and back-office systems to better and more easily talk with one another, says Anthony Rafferty, and the 'hub-and-spoke' approach to technology is a way to achieve that level of integration
Mark Polson of the lang cat recently spoke of a conversation he had where the question of how ‘normal' sized adviser firms could keep up with everything they are expected to do, have good processes and...
'UK investment case remains strong'
'No viable alternative'
Assist customers to get better deal
3 March 2020
CIO Stephen Jones will take up UK duties on an interim basis