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Platforms – not ‘mind the gap’ but ‘mind the chasm’

The amounts of money now involved in ‘replatforming’ are astonishing and, warns Tim Sargisson, it would be a mistake if advisers saw this only as a problem for providers and not for themselves and their clients. Am I alone in wondering if an unintended consequence of the 2008 financial crash is that we have become […]

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How I learned to stop worrying and love technology

Adviser firms are businesses in every sense of the word, says Tim Sargisson, and like everything in the modern world of commerce, the key to delivering a customer value proposition is a modern, digitally-enabled practice   Last month’s blog in Professional Adviser picked up on the supposed comments made by Bob Geldof about advisers and the […]

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Tim Sargisson: What does digitalisation look like for advisory practices?

There’s a revolution going on in financial services technology. The scale of the revolution is extraordinary with investment in fintech topping as much as $15 billion in 2016*. Much of the technology will have very particular functionality and claim to be the answer to solving all types of adviser process and customer service problems. Much […]

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