Technology has become a priority for financial planners and tech "collaboration" around delivering advice is the future of the industry, according to John Porteous.
Towry's head of client proposition, who spoke at the SIPPs and Retirement Options conference on 17 May, explained that technology and digital opportunities were the main topics of the conference. He...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created