Continuous innovation in platforms is essential
Advisers can take control over client experience without the need to go “all in” on platform ownership
CEO Jackie Leiper lays out group ambitions
Advisers to benefit from new client management and advice tools
Reduced need for manual processes part of the enhancements
Learn about the principles of Behavioural Investing and how these can improve client outcomes, in this discussion between Dr. Greg Davies of Oxford Risk and Barry MacLennan CEO of Embark Investments.
The industry’s best in technology, risk-profiling, client engagement and more
Offering insight, information and tools for paraplanners
Advised investors less pessimistic about their retirement prospects
Nick Armet explores how advisers can help clients navigate choppy markets