Hybrid advice providers failing to convince Planners

Hybrid advice providers are failing to ensure financial advisers and Planners understand exactly what hybrid advice solutions deliver and how they can be used, according to a new study.

Read more...

PFS and research firm to boost planner tech knowledge

The Personal Finance Society and the Financial Technology Research Centre are to jointly hold a new workshop for Financial Planners to highlight how the latest technology can help transform their businesses and boost service to clients.

Read more...