FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
You are currently accessing Professional Adviser via your Enterprise account.
If you already have an account please use the link below to sign in.
If you have any problems with your access or would like to request an individual access account please contact our customer service team.
Phone: +44 (0) 1858 438800
Email: [email protected]
Search Professional Adviser
Speaking on PFS Festival Radio
Comes with regulatory risk
40% believe robo is a threat to business
‘Promising lead’ or ‘Back to the lab’?
Competitors at "commercial disadvantage"
For undisclosed fee
Follows 'major rethink' of firm's offering
Apps to become more popular, finds Finimize
Just 4% opt for branding
Mere 3% of consumers "ok" with fully automated process
08 November 2017
•
1 min read
