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"For bigger organisations, like wealth managers, adviser networks and banks, the lost opportunity is huge" - Wealth Wizards' Andrew Firth
Financial advisers are losing an average of 43 working days a year from tasks that could be automated with technology and so save them time, according to research conducted by Wealth Wizards.
The research found respondents spent 20 hours on the end-to-end advice process where technology was not being fully embraced. This included time spent on tasks such as fact-finding, risk-profiling,...
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