Technology
Fintech firm aims to cut back office burden for wealth managers
Newly-unveiled solution will help digitise processes allowing business to focus on client relationships
Can advisers make financial inclusion universal?
Nearly 2 billion people worldwide don’t have access to basic financial services
Investment | 25 Apr 19
Do your models float?
For those advisers that have made the switch to discretionary fund management, the benefits are clear – reduced administration, easier compliance management and more time to spend with clients to name just a few.
Some 76% of UK financial advisers expect tech advice model
Around the same number expect subscription fees to be introduced in the advice sector
Tech helps wealth firms ‘place energy in right channels’
IFA solutions provider believes ‘anyone who hasn’t got a client portal system will be left by the wayside’