In an age where instant, updated information is the ‘norm', technology should be part and parcel of an adviser's way of working with clients in order to steer the relationship forwards, writes Mark Loosmore.
The ease of access to information online and the rise of price comparison websites, now used by over half the population, has contributed to a more informed consumer. Our recent Data, Disruption and...
'No viable alternative'
Assist customers to get better deal
3 March 2020
CIO Stephen Jones will take up UK duties on an interim basis
Should discuss with their clients