Roland Rawicz-Szczerbo, marketing director at Quay Software, suggests advisers who have yet to embrace all uses of technology in business should do so or consider a career change.
Professional advisers are at last waking up to the new world order. Treating customers fairly initiatives, regulator reporting and the need to work ever-longer hours, are really nothing more than the visible symptoms that the world has changed forever for anyone engaged in the regulated advice game. Unless advisers acknowledge the new world and take action now to embrace change, then they could be busy dusting off their CVs and exploring new career opportunities. At the heart of this change is the move away from the transaction-based business to a more proactive, client service-orientated...
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