Lester also believes advisers should be making greater use of social media platforms but will need a clear strategy to drive their activity in this space.
Back office technology seen key to future IFA growth
By Richard Hubbard, 14 Nov 17
Financial advisers need a robust back office technology system to boost the confidence of regulators in their client service approach and manage the growing pool of data in their business, said Ben Lester, head of sales for Praemium.
Sponsored by Old Mutual International
Why the GDPR affects advisers and their clients – no matter where they are based
The General Data Protection Regulation (GDPR) is the biggest overhaul of European data protection...View more