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Technology

Tech is shaping how wealth firms and IFAs prospect for clients

Companies | 28 Jun 19

Tech is shaping how wealth firms and IFAs prospect for clients

With freed up resources offering more opportunity to nurture existing clients

Companies | 17 Jun 19

IFAs ‘squandering vast numbers of hours’ by not embracing tech

Those slow to adopt technology lose over eight weeks of work per year

Europe | 6 Jun 19

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.

Europe | 4 Jun 19

Vontobel unveils Swiss digital investment solution

Firm will look to roll out system to clients as well as other financial services providers

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.