Mark Loosmore: Are you being served (efficiently)?

Simplify and modernise

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Mark Loosmore: "Changing consumer preferences extend beyond any one age-determined demographic and addressing this should resonate with clients of all ages."
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Mark Loosmore: "Changing consumer preferences extend beyond any one age-determined demographic and addressing this should resonate with clients of all ages."

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...

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