Digitalisation
Advice firms warned over their lack of digital offering
Intelliflo CEO says majority of clients will switch advisers if tech isn’t up to scratch
Is South Africa bracing for a fintech revolution?
Lack of financial literacy could pose a problem for the development of the sector
The evolution of the wealth manager
Take technology on the journey but keep it out of the driver’s seat
One in 10 advice firms do not have a website
Risk that lack of online presence could be a red flag for prospective clients
US insurer offers digital interviews to clients
Advisers relieved they can avoid having ‘awkward conversations’ when arranging cover