Ileana Sodani believes there is more to being a ‘digital adviser' than a snazzy website. Clients are willing to pay for the multi-channel experience, she writes
To adapt to changes in regulation and consumer attitudes, successful advisers must face an interesting conundrum: be both forward looking and ready to adapt, while retaining the traditional requirements...
Managing a development team
Capturing data pays business dividends
'Enables far more targeted, specific and personalised advice'
'Future of advice is hybrid advice'
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers