Delegates heard platforms are ‘overpriced for what they deliver’
Slow progress on integration but clear signs that momentum is building
The industry speaks on expectations for the platforms space next year
Firm aims for ‘fully integrated financial planning’ offering from next year
Industry experts debate the pros and cons of a hybrid work world
‘We've seen huge increase in productivity as a consequence of technology’
Underserved younger demographic
59% more ongoing revenue
Cutting-edge data analysis tools are delivering benefits to investors that add significant value over time
The human brain is vulnerable to emotional, investment bias, but technology can help to improve outcomes for investors