The future of platform integrations

Our research with advisers identified lack of systems integration as the number one challenge to adviser firms becoming more automated and digital. So we have partnered with Origo to look at how platforms and adviser fintech can become better connected. You can find...

Decumulation advice: because you’re worth it

How are advisers advising in decumulation? That was the tongue twister we put to advisers this week at a roundtable discussion. There are clear differences in philosophy and approach for IHT planning, investment management, DB transfers and particularly around...