Wealth Wizards
Best Practice | 7 Jul 21
The role of digital trust in wealth management
As we emerge from the global health crisis, how can advisers increase trust with their clients?
UK life insurer acquires fintech business
Deal will bolster its range of support services for financial advisers
IFA tech provider unveils covid-19 financial toolkit
As Scottish financial planning firm launches free pension review service
IFA tech provider unveils retirement living standards tool
It can be white-labelled by financial institutions and is also available to the general public
What’s next for the DB pension transfers?
As market has a lack of high-quality, affordable financial advisers