'Technology and compliance acts as an anchor in the industry'
Four chief executive panellists explored what change means to them
The financial planning firm has launched CP Accelerate
To provide advisers with ‘market-leading level’ onboarding efficiency
The firm says there will be several additional platform functions in 2024
Debating the pros and cons of white labelling and building platforms
‘Adviser as platform is a perfectly legitimate model’
More due diligence needed across multiple platforms
The industry’s best in technology, risk-profiling, client engagement and more
‘Opportunity to transform cost of advice business’