The debate over the use of technology in financial services being a threat or an opportunity has tended to focus on its impact on advice. To Professional Adviser's Armchair Critic Brendan Llewellyn, this seems a mistake
The impact of technology to date has involved taking relatively simple, high frequency tasks that can be carried out more cost-effectively by some form of tech-enabled automation. Advice from advisers...
Slower revenue and profits
Two questions to consider
IHT mitigation services
What made financial headlines over the weekend?