Client data has always been central to the advice process, writes Nick Eatock, but now through modern technology, it can be utilised to generate stronger relationships with both the adviser and the financial plan
Making optimal use of the client data that exists within your business can pay enormous dividends for the success of your firm. As well as informing your high-level management decisions about the direction...
Managing a development team
'Enables far more targeted, specific and personalised advice'
'Future of advice is hybrid advice'
Luke Beatty shares his insight into source control and explains how developers collaborate on financial services projects
Predictive and prescriptive
QE held at current pace but BoE signals tapering
Latest data from Investment Association
Invesetment advice move
Social media poll