4 in 10 Financial Planners weigh up robo-advice move
- Friday, 12 August 2016
- Articles
Nearly four in ten Financial Planning professionals could be entering the robo-adviser market in the next 12 months, Financial Planning Today’s research suggests.
Read more...Pete Matthew: I've never seen client records in worse disarray
- Thursday, 11 August 2016
- Articles
A Financial Planner has described how he dealt with clients whose filing system was “basically a series of plastic tubs”.
Read more...Financial Planner: We must help people beat 'fear of seeking advice'
- Wednesday, 10 August 2016
- Articles
A Financial Planner says the sector must discover how to help people beat the “fear of seeking advice”.
Read more...