In a post-RDR world, it is the advice that is the product, not the savings or investment vehicle and, writes Jason Green, this has transformed how technology complements advice
Advice as we know it is changing. The introduction of automated advice solutions and subsequent rise of technology have changed the way in which consumers are saving and engaging with financial institutions....
'Solutions to pressing business needs'
A truly 'sticky' digital experience
Fox to lead branch
Plus more updates
Two thirds feel robo-advice won’t meet their needs
Fewer than two thirds have an ESG engagement policy