i recently sat down with Ellie Duncan of FT Adviser to talk about the biggest changes affecting investment platforms in recent years, disruptors such as Nutmeg and diversity in platforms. You can watch the video by clicking the link below to the FT’s website.
I am always looking for ways that technology is increasing efficiency for advisers. Platforms were a really important driver of efficiency in the past ten years. What’s next? I’d love to hear your views.
About the Author
Heather has spent most of her career in financial services helping asset managers, platforms and financial advisers improve their propositions, customer communication and to benchmark success against competitors. She was Head of Platforum until December 2017 and has also worked in digital marketing at Hitwise and Econsultancy.