Plan platform choices around customers
In my latest column for City Wire’s New Model Adviser, I argue that the terms primary, secondary and tertiary are no longer relevant when it comes to thinking about they ways in which advisers approach platform use. These terms have been used by platform...
Tinder for Financial Advice
The title of this blog may be accused of clickbait but it underlines an important point: How will financial institutions engage with a new generation that takes the web, apps and algos for granted? Will financial advisors be swiped away to the left, like a spurned...FOLLOW US
Follow us on social media to keep
up-to-date with our latest research,
reports and views.
