5 steps to stay ahead of the demand for digital advice
Most clients would not hesitate to switch advisers for firms with better digital capabilities according to an EY report, which gives five tips for staying ahead of the robo-advice curve.
Three key areas for advisers primed for the future
Attitude to innovation, the shape of the workforce tomorrow and the evolution of work culture are three areas spotlighted by PwC’s Rob Churcher in the final of a three-part series looking at technology trends.
Back office technology seen key to future IFA growth
Financial advisers need a robust back office technology system to boost the confidence of regulators in their client service approach and manage the growing pool of data in their business, said Ben Lester, head of sales for Praemium.