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Intelliflo has partnered with SS&C Technologies and has launched wealthlink a UK-first, which allows advisers to place clients’ investment and pension plans “into action” from within Intelliflo, Money Marketing can reveal.
One overwhelming question came up again and again back in March when we ran our Consumer Duty Masterclass series with Bankhall.
Operating a platform should not be the preserve of asset managers, according to David Ferguson, who said the sometimes “shonky” businesses made no better custodians than others in financial services, including adviser firms.
Advisers that act as manufacturers are taking on more regulatory responsibilities and risk and must be fully aware of their role before committing, delegates heard.
I’m hearing from multiple sources that there is a distinct feeling of apathy within the advice community when it comes to the Consumer Duty. Especially among those at the smaller end, which, let’s be honest, is most firms.