Wealth managers ‘won’t survive’ unless they digitally innovate
- Monday, 28 October 2019
- Articles
New research has revealed just over half (55%) of wealth managers will survive if they do not digitally innovate.
Read more...More than 55% using fintech regularly, poll finds
- Thursday, 04 July 2019
- Articles
More than half of banking and financial services customers around the world use fintech products and services, according to a new global poll.
Read more...Why cashflow modelling is essential for Financial Planners
- Friday, 14 June 2019
- Articles
Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.
Read more...Making technology work for Financial Planners
- Friday, 07 June 2019
- Features
Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.
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