Hybrid advice providers failing to convince Planners
- Monday, 16 October 2023
- Articles
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
- Monday, 25 February 2019
- Articles
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.
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