Platforms
Is understanding client biases the next advice frontier?
Nucleus explores the issue by partnering with a behavioural insights firm
Best Practice | 6 Mar 20
Technology is not a one-and-done solution for advisers
And spending millions on due diligence in terms of time and resources is ‘frankly ridiculous’
Brewin Dolphin goes live on Praemium International
Available to intermediaries working in the Channel Islands – for the time being
Praemium becomes first platform member of Ailo
Future of financial services is about ‘deeper collaboration’ not competition
What do international advice firms want from platforms?
Hint: it is more than just low fees