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Not all platforms are the same. With the greatest wealth transfer underway, the next generation of investment platform needs to meet the demands and needs of this new wealth inheritor. So what makes a platform truly next generation and how can this give this new breed of investors and their advisers a better experience?
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In a world in which fees are under ever more scrutiny, both advisers and fund platforms are increasingly looking at ways to lower costs. Dylan Navra, Managing Director at Praemium Asia, says one way of doing this is by going fully digital.
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