Giants such as Facebook will compete soon enough but, argues Simon Binney, financial advisers and fintech firms can get ahead and shape a strong advice sector by recognising each brings different strengths to the table
The financial advisory sector has seen much change in the past few years, much of it driven by new technologies and a wave of new market entrants. While we are seeing consolidation and innovation in response,...
'Next stage of development'
‘Event-based’ learning less effective
Deal for financial planning and investment assets
Fixed income 'surprise winner'
Poor practice highlighted