Hyper-personalisation provide tools to help advisors advise better
In my last blog, I looked at the importance of hyper-personalisation and how the wealth management industry, with such rich resources of data at its f. Read more...
14 Jul 21 · 3 min read
IFA MAGAZINE - THE TECHNOLOGY REVOLUTION
The third and final article in this months series of articles reflecting on ten years of change in financial advice.
Open Banking/Open Finance/Open . Read more...
5 Jul 21 · 1 min read
Digital transformation is a legacy of Covid-19 for IFAs
It’s advisers and their clients who are leading the [digital] transformation by identifying how technology can enhance the day-to-day aspects of del. Read more...
30 Apr 21 · 1 min read