Technology
Platform view Deloitte
Tax changes for cross-border firms supplying services electronically could cause problems for less enlightened UK platforms, writes Daniel Lyons, tax partner at Deloitte.
Platforms making costly mistakes around
Platforms are making a costly mistake by failing to prepare themselves adequately for the Financial Conduct Authoritys (FCA) sunset clause deadline, warns Altus Consulting.
The digital evolution Skandia talks technology
Phil Oxenham, head of international proposition marketing at Skandia International, looks at how developing technology can transform the way financial advisers work with their clients.
Platform view – Be prepared
With financial crime at the forefront of many investors; worries when dealing with sensitive data online; the security of a platform is of huge concern while maintaining functionality, says Sarah Jouhal, managing director of Praemium International
Profiles & Comment | 10 Jul 14
Platform view – Be prepared
A sharper regulatory focus on holding client money means firms have to get to grips with complex and ever-changing rules, says Michael Rothwell, county manager for Pershing Channel Islands.