‘IFAs should build a technology network within their professional one’
‘Advice firms need to decide where they want to put their tech focus’
NextGen Planners has partnered with Michelle Hoskin
Comprised of nine tech stack ‘avengers’ from across the industry
‘People still call me a financial adviser when I am a coach’
The programme will provide training on a variety of areas within advice
Female financial advisers make up just 16% of the total market
Three-quarters of advisers will be retiring in the next decade
Contemporary and modern advisers can be a ‘pivotal force for change’
Chris Budd believes it is important to create a financial plan to be happy