The Exchange Articles

In this fast-paced industry we want you to be kept up to date with what’s going on in your world. Grab a cup of tea and enjoy…

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We’re always monitoring the implications and opportunities of global or domestic changes and Brexit is no exception.


Chris Sutton looks at the critical role of communication and how platforms can help Advisers and DFMs meet the requirements of the MiFID II 10% drop rule.


Phil Billingham considers the diverse challenges of advising multi-jurisdictional clients.


Rachel Allen reflects on the varied and evolving role of the paraplanner as a central part of the advice process.


Roy Thompson from LGT Vestra takes a look at in-house advisory models. Running advisory models in-house has been a popular approach to date. But with heightened pressures on...


Howard Finnegan, from Altus Business Systems, takes a look at what improvements are on the way in the open transfers market.


We’re approaching ‘silly season’ – but how much does the old adage still stand? Dan Hughes looks at market trends.


Justin Blower, Ascentric's Head of Sales and Marketing, gives an update on the re-platforming project.

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