UK-based wealth technology platform Vega was set up to provide technology so advisers can serve the next generation of high-net-worth (HNW) individuals, its founder and chief executive Alexis Augier explains…
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Advice practices are relying on platforms to offer more services than just investment management according to research from Investment Trends and Finura Group. This shift could have broader implications for the tech market which is already seeing increased competition servicing a diminishing number of advisers.