Fintech partners with digital platform to deliver “client-led affordable advice” combined with “proper investing”
Technology now exists that can solve the problem of delivering compliant and affordable advice to everyone who needs it.
The research also found that many financial advice practices want to focus on creating more scale in their business in order to achieve growth.
Learn more about how you can develop the in-demand skills to respond to the technological revolution in finance with UNSW Business School.
ScotPac’s latest SME Growth Index recorded a significant decline in the number of business owners who have to ‘go it alone’.
Iress announce that Matrix Planning Solutions and ClearView Financial Advice have adopted its industry solution for managing advice fee consent.