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Chet Velani urges industry to embrace technology to safeguard future of advice
Advisers report rising proportion of high-net-worth clients
Otto founder says advice tech must become invisible, integrated, and intelligent
Makes first investment into one of its partner firms
‘Gives opportunity to be the adviser you always wanted to be’
Powered by SS&C Technologies Holdings
To manage its ‘Pegasus’ MPS range
More than half of women controlling household finances