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One size does not fit all: The future of financial advice

Published: July 3, 2023

Chet Velani believes hybrid and digital solutions can bridge the gap between consumer accessibility and adviser profitability, but acknowledges there are challenges...

Source: professionaladviser.com

Related Topics:

Chet VelaniHargreaves LansdownGoldman SachsOrigin Financial ServicesDigital AdviceDriving Transformational ChangeAdvice Gap ReportLang Cat

EV on embracing hybrid and digital advice into advice propositions

Published: April 25, 2023

Fully embracing hybrid and digital advice into advice propositions is crucial to addressing the advice gap and for the future of advice, says EV. A new white

Source: ifamagazine.com

Related Topics:

Chet VelaniDigital AdviceDriving Transformational ChangeManaging Director