Building the ideal adviser tech stack
As technology becomes increasingly central to advisers, incompatible tech stacks could be making things more complicated for adviser firms, rather than driving efficiency...
Source: professionaladviser.com
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Faith Liversedge: How to convert clients to your ongoing service
Finding new client prospects is one thing, but signing them up is another challenge entirely
Source: moneymarketing.co.uk
Do high-net-worth clients need financial education?
Research shows the more money someone has, the greater the complexity of their financial arrangements. What does this mean for advisers and their HNW clients?
Source: moneymarketing.co.uk
Best Platform, Best Adviser Website and Best Support Services: Third set of PA Awards 2021 shortlists
Best Platform, Best Adviser Website and Best Support Services: Third set of PA Awards 2021 shortlists Nine more shortlists revealed Professional Adviser can reveal nine more shortlists for the PA Awards 2021, including Best Technology Provider, Best Adviser Website, and Best Platform above and below £25bn assets under administration. The adviser firm of the year regional categories were announced on Tuesday, while seven others, including Paraplanner of the Year, were revealed on Wednesday. The shortlists for the multi-asset categories... Sign In To read this story please register PA is dedic...
Source: professionaladviser.com