PA360 North: 'Tech companies will wipe many adviser businesses out'
‘Alexa, what are my retirement options?’
Financial advice firms must do all they can to keep up with technology in order to protect their business, the 'What does a good adviser business look like?' panel warned delegates at the PA360 North conference.
The panel were asked about how to further improve adviser businesses and how to do more good. The panelists - PIMFA senior policy adviser Simon Harrington, Para-sols director Cathi Harrison, DISCUS...
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