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Heather Hopkins: "Some of the tech adopted in the pandemic worked so well we now can't live without it. Advisers are no different, an unprecedented number are actively scanning the market to find new tech solutions to power their businesses."
Financial advice firms are embracing new technology to boost their businesses at an unprecedented rate, according to the latest Adviser Tech Stack Report from specialist wealth consultancy NextWealth.
The report which included two surveys from 908 financial advisers, financial planners and paraplanners found that nearly three quarters (73%) are open to adopting new technology. While most advisers...
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