The advisory sector's growth in the coming years will be greatly determined by its ability to adapt to an evolving client base who are increasing living a digitised life, writes Raza Shah, as he outlines key aspects of a design-led user experience
Wealth is being transferred between generations at an extraordinary rate - indeed, by 2030, the value of such transfers is expected to reach £115bn annually. Clearly there is immense opportunity for advisers...
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
Includes Rory Percival and many more
To help meet savings goals
Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...
Adjustment to value of unquoted assets
Regulator outlines adviser expectations for 2020