Technology
Tech is shaping how wealth firms and IFAs prospect for clients
With freed up resources offering more opportunity to nurture existing clients
IFAs ‘squandering vast numbers of hours’ by not embracing tech
Those slow to adopt technology lose over eight weeks of work per year
Digital service provider unveils client review system for IFAs
Firm eyes ‘Europe and other countries’ as future jurisdictions for the UK-based advice offering
Tax & Regulation | 4 Jun 19
Conduct of Business – what will happen on 1 July?
The final phase of the Isle of Man Conduct of Business Code (COB) comes into effect on 1 July. It will set the regulatory benchmark for other jurisdictions to follow.
Vontobel unveils Swiss digital investment solution
Firm will look to roll out system to clients as well as other financial services providers
