‘A tech team can look at the most important problems your firm needs to solve’
Many firms have stopped offering DB advice, regulator finds
Will include model portfolios on adviser platforms and funds that mirror MPS strategies
One-third see cost of doing business as biggest challenge
Upskilling is vital, conference hears
Watchdog should reconsider role of FOS and consolidate CMC regulation
The technology ‘should be seen as a massive area of growth’, delegates told
Delivery by second half of 2025
Advised platform assets totalled £697bn in 2024
IT systems offline for next two weekends