The evolution of adviser platforms

Jenny Davidson talks the evolution of platforms and Scottish Widows Platform’s plans to transform the adviser experience.

Scottish Widows intermediary wealth director Jenny Davidson joins Money Marketing to discuss the evolution of adviser platforms, Scottish Widows’ intermediary strategy, and why heritage brands must balance scale with tech agility. The conversation also explores adviser productivity, intergenerational planning and closing the advice participation gap.

This article was originally published on Money Marketing.