Platform provider updates fee functionality
A major platform provider has made changes to its functionality to make it easier for advisers to manage incoming changes to fee authorisation rules. ...
Platform provider updates fee functionality
A major platform provider has made changes to its functionality to make it easier for advisers to manage incoming changes to fee authorisation rules. ...
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Advisers uncertain on tech despite COVID gains
While more financial advisers are leveraging technology than ever before, they aren’t sure it’s working. ...
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Dealer groups limiting advice tech progress
Adviser dealer groups are hampering the ability of financial planning technology to make breakthroughs in the sector by being too "hesitant and risk-averse" to embrace progression, a fintech chief has said. ...