Advisers embracing tech for workflow management and client e

Last year, advisers demonstrated a stronger intention to integrate online tools for fact-finding, risk-profiling, scaled advice, and client feedback. While 2022 didn't signify a significant chang

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Ben Neilson , Maja Garaca Djurdjevic , Neilson Co Wealth Management , Adviser Ratings , Advice Review , Michelle Levy , Adviser Rating , Advisers , Imbracing , Tech , Workflow , Management , Client , Engagement ,