Steve Andrews: How tech can help keep the next generation on the books
'Choosing the right technology is paramount'
"Services should be cutting-edge and deliver a personalised experience for each client" - Steve Andrews
Managing the next generation's wealth will need a next generation advice approach, writes Steve Andrews, who argues those who continue to resist digital innovation face becoming less competitive...
The differences in attitude between the new generation of the wealthy and how their parents managed their fortune is extremely evident today, raising a challenge for advisers when it comes to finding innovative...
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Ascot Lloyd grows war chest to £100m after deal with US investment group
Made 12 acquisitions in 2020
