'Robo-advice' has been the buzz-phrase of the industry of late. Tom Ellis talks to Bradbury Hamilton managing director Sheriar Bradbury about the future of technology and the importance of engaging millennials in personal finance...
The financial advice industry has increasingly turned its focus on technology in an effort to close the so-called 'advice gap' - the lack of access for many to regulated advice. This work intensified...
And then prepare yourself
Aims to double client base
Work with wealth management team
Reduces chances of rate hike
'Following the letter, but not the spirit, of the rules'