Demands on advisers may be constantly shifting and evolving so, argues, Mark Loosmore, a technology-based guided advice service can help firms to serve more clients, more profitably and more efficiently
Over the last couple of months, a number of surveys have focused on the advice gap in the UK and explored some of the ways in which the financial services industry might go about addressing it. For me,...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
Fund manager approaches Salford-based adviser
AR failed last year
Spread the financial services word
'First day of closure' for trapped investors