Using technology advisers can become disruptors in their market
Adviser Business Review - 15/01/2016
The market leading adviser firms in 3-5 years time will be running their businesses to the limit of their technology and will have fully integrated their service with their clients’ needs, Intelliflo Executive Chairman Nick Eatock tells ABR editor Rob Kingsbury.
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Prepping for client meetings and reviews
Adviser Business Review - 15/01/2016
We talk to advisers about the way they prepare for new client meetings and for their client reviews. Meeting with clients, both new and existing, provides advisers with the opportunity to demonstrate their value, as well as understand their client’s needs and goals.
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Guide to Robo-advice
FT Adviser - 07/01/2016
Robos are not revolutionary but are just a natural application of technology improvements and commercial opportunity – just as eBay is little more than an electronic version of a car boot sale
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