Tech providers fall behind increased planner needsBY JAMIE WILLIAMSON | THURSDAY, 13 JUL 2017 12:31PM
More than 70% of financial planners are open to transition from their primary platform, saying technology providers are failing to adequately fulfill growing needs.Read more: HUB24, Netwealth, BT Panorama, BT Wrap, CFS FirstChoice, AdviserLogic, Andrew Alcock, Investment Trends Planner Technology Report, Macquarie Wrap, Recep Peker
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16 AUG 2017
Investment Trends has found that new inflows to managed accounts from financial advisers on behalf of clients has all but trebled in the last four years. The surge in popularity is being driven by the ...
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