Sesame Bankhall Group's head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK.
In early 2011, Sesame Bankhall Group (SBG) set out to identify the systems and tools our member firms could adopt to ensure they thrive in a post RDR world. At our annual conference back in November,...
Estimates 80% will use tool for advice
"Go on, say 'join the conversation' one more time..."
Technology provider Staffcare is to launch auto-enrolment software designed to help advisers move into corporate benefits business in May.
Canada Life has revealed that almost half of its small scheme new business is being done online.
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
It’s The Pro Adviser Podcast
Defer to 2021/2022