Aware he is putting on his 'judgemental hat', Philip Martin suggests too many financial advisers - who he notes, as a sector, have an average age of 54 - are taking too long to embrace technological change.
The Openwork marketing and propositions director is the latest industry figure invited onto Professional Adviser's new Adviser Champions series, following our interviews with the PFS's Keith Richards and...
Three years at Wells Fargo
Effective from 9 December 2019
One firm with permission suspensions left
Continuing the Architas education series for clients.
Needs to apply for authorisation