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Platform providers ramp up security as factor-based authentication becomes the new standard
Cybersecurity remains a top priority for financial advice businesses and platforms are responding, boosting security protocols. In NextWealth’s latest security report we find that platform providers are rapidly moving to implement new standards over the next 12...
White-labelling and the implications for providers
The rise of white labelling is indicative of broader trends that will have implications across the supply chain. Earlier this week we published a report that includes a stunning finding: half of financial advisers in firms with £250m + in AUA plan to launch a white...
Cathi Harrison, Verve Group CEO on the entrepreneur’s journey in financial services
Guest post, Gillian Hepburn, UK Intermediary Solutions Director at Schroders When I sat down with Cathi Harrison, The Verve Group CEO, for a Women In Platforms interview recently, I came away with a really strong impression that at last, things really are changing in...
Liz Field CEO of PIMFA about the strategic priorities of the lobby group
Liz Field is CEO of PIMFA, the Personal Investment Management & Financial Advice Association. And as she explained when she joined me for a Women in Platforms session recently, it’s a challenging time to be playing that role. PIMFA, Liz told us in the slightly...
Jeremy Woodley of The Fry Group on culture and freedom from financial and tech woes
Jeremy Woodley is the very model of a 21st Century financial services chief executive (recently turned chairman), with preoccupations dealing with such contemporary themes as his company’s culture, values, purpose, diversity scorecard and record of success – or lack...
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