Available to existing customers via its app
Will bolster adviser confidence to use social media platforms
Firms are taking a ‘wait and see’ approach
Investments increased 30% when targeted support focused on attitudes
Investments increased 30% when targeted support focused on attitudes
Over half of advisers report having a formal CRP
Baby boomers most likely to change adviser
Highlights need for ‘urgent action’ by advisers, tech expert says
‘Good intentions can slip away without the right support from advisers’
Tool aims to tackle “crowded and complex” market