Pershing
PEOPLE MOVES: Embark, Zurich, Old Mutual International
Digital retirement provider hires platform lead, with insurer making double hire in Singapore
How much does implementing technology cost for advisers?
Smaller developments can have ‘the fastest and biggest impact’ on IFAs
Removing the back-office burden for advisers
It can reduce data errors and free up time – but only if done properly
Under a third of UK wealth managers say clients fear cybercrime
However ‘threat of breaches is increasingly being discussed at a board level’ at wealth firms
Platforms are dead, says The Lang Cat boss
Platforms have spurned the gift of the retail distribution review (RDR) and are dead, according to Mark Polson, founder of financial services consultancy The Lang Cat.