Tessa Lee

The great wealth shift: Embracing AI to engage multiple generations

Technology

The great wealth shift: Embracing AI to engage multiple generations

'The role of the financial adviser is evolving'

clock 26 February 2025 • 4 min read
'Advice is on the brink of a tech-driven revolution'

Technology

'Advice is on the brink of a tech-driven revolution'

It’s advisers - armed with empathy and innovation - who will lead the charge

clock 04 November 2024 • 3 min read
Give the clients what they want: Why advisers must embrace tech

Technology

Give the clients what they want: Why advisers must embrace tech

Clients want fast, accessible, and personalised service

clock 12 September 2024 • 4 min read
How advisers can meet clients' digital expectations

Technology

How advisers can meet clients' digital expectations

24/7 access is becoming a must-have

clock 23 August 2024 • 4 min read

Your profession

Technology can help build two-way dialogue with clients, advisers told

PA360 2019 conference

clock 17 May 2019 • 2 min read