Better BusinessSep 26 2024

Advisers should 'be honest' about whether their tech is robust enough

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Advisers should 'be honest' about whether their tech is robust enough
Amyr Rocha Lima (centre) was speaking at the Financial Advice Forum (Carmen Reichman/FT)

Advice businesses need to examine their technology to see whether their processes really are seamless and efficient, not disjointed and cumbersome, a panel has agreed.

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