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The extent to which advisers will have to assess individual client suitability for platforms – and whether an off-platform solution may be preferable – has been underlined by the shock findings of a new study.
AT8 Group’s Mark Loosmore looks at how LRH Wealth Management is helping its clients meet their investment goals.
AT8 Group’s Mark Loosmore examines how The Tenet Group uses IT to target the needs of the adviser community.
Other Synaptic Systems articles
AT8 Group’s Mark Loosmore continues his series of articles for Professional Adviser with a look at how distributor Dawson Wealth Management is using IT to improve its business...
As part of a series for Professional Adviser, AT8 Group’s Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Geoff Swaby, IT director at Honister Capital Partners...
Capita has released a software package that will allow financial advisers to compare products offering different elements of life and health cover.
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At the start of one of busiest times of year it is easy to think about all the obvious things...
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Transferring clients’ assets between organisations can be a major headache – often time...
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