Technological and regulatory disruption has created an era of unprecedented change for both advisers and platforms. Here Thomas Lowe assesses six key trends to think about as you future-proof your business
Importance of user experience Technology is accelerating the ease with which investors can transition and multichannel between platforms. In this increasingly frictionless digital environment, platforms and advisers will find it harder to create loyalty. For the new breed of millennial investors, a seamless service is paramount. This trend is supported by the growth of ‘eco-systems', which enable investors and savers to have a one-stop shop for their financial needs. There is also a regulatory imperative for platforms to improve switching times - as underlined by the Financial Conduct ...
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