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Chet Velani believes hybrid and digital solutions can bridge the gap between consumer accessibility and adviser profitability, but acknowledges there are challenges...
Latest research underlines what we know to be true: that there is an unmistakeable financial advice gap in the UK. However, three new insights suggest how it can be addressed, writes Derek Smith
James Hay, part of the Nucleus Financial Platform has partnered with data tech provider Origo on its Unipass letter of authority (LoA) service.
In Africa, the picture is even worse and one of the key problems being experienced by most communities relates to limited access to financial services.
P1 Investment Services (P1), the provider of the low-cost P1 Platform, today launches its Application Programming Interface (API) - a toolto allow advisers to