PA talks to industry experts on the future of adviser-owned platforms
Will take ‘substantial effort’ to clean client data before feeding into AI
Advisers can also use social media as ‘positive force for their brand’
Advisers address questions surrounding the role of technology in planning
Majority of providers to update value-based assessments yearly
Updated offering means there is no need for additional licensing
Delegates heard platforms are ‘overpriced for what they deliver’
Advice firms must 'think digital first' to survive and thrive
‘It’s about trying to think about the future”
To aid IDD compliance