Parmenion

More due diligence needed across multiple platforms

IFAs should have disaster recovery plans in place in case of attack

The industry’s best in technology, risk-profiling, client engagement and more

DFM solutions from Morningstar and Brewin Dolphin to be available

Advisory Models PRO tool focuses on meeting Consumer Duty outcomes

Expanding the range of DFM choice on the Parmenion platform

Investment platforms integral to professional advice, experts say

Expansion of platform is set to include five portfolio ranges

Enabling adviser access to all 11 of EBI’s Earth model portfolios

Industry views on ‘rabbit pulled out of the government’s hat’