Cash profits, tech and consumer duty: what's next for platforms?

Loading player...
Parmenion’s Mike Morrow discusses Intelliflo’s partnership with SS&C, the FCA’s cash margin concerns, and the impact of consumer duty. He is joined by NMA reporters Zachariah Sharif and Alicja Hagopian.
25 Jul 2023 English United Kingdom Business · Investing

Other recent episodes

Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.
21 Aug 35 min