Ola Abdul: Adviser success rests on deeper tech integration
The integration hurdles in UK adviser tech have been a frequent topic of conversation. However, the US faces similar challenges.
Source: moneymarketing.co.uk
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How financial advisors can create a more inclusive future
In a panel at the Future Proof Conference, Renée Baker, Kamila Elliott and Tyrone Ross explained how wealth management can disrupt its legacy of exclusion.
Source: financial-planning.com