Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as improving their digital offerings.
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While technical services teams perform an important role in supplementing the expertise of an advisers, advisers should be careful they are not outsourcing the entire piece of advice, says a complia
With advisers required to have full time experience in order to be eligible for the government’s proposed experience pathway, this raises questions for advisers with dual hats, says BT. On 16 Dec