Tag: advice tech forum

Why don’t platforms, asset managers and insurers understand how advisers want to use data with their clients?

Posted by Ian McKenna | Feb 11, 2022 | Weekly Roundups |

Is it time to take a fresh look at how data is shared with advisers? Much of our week at...

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Register here to join the debate

Posted by Adam Flowers | Feb 4, 2022 | AdviceTech Forum, Events

JOIN THE DEBATE During our February AdviceTech Forum we will be discussing, ‘Data...

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