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Commenting on the data, Mark Kiddell, Chief Commercial Officer, Wealth Wizards, said: “This is a fantastic result for our new Benefits Calculator, which shows
Ayesha Venkataraman gauges the industry's reaction to news that the regulator plans to review the boundary between advice and guidance…
Ricoh UK Using Wellbeing Application MyEva to Support Employees with Financial Planning
Wealth Wizards has introduced a new software solution, Turo Wellbeing, offering financial firms the technology to provide self-service guidance and regulated advice with the option of triage to a human adviser.
Advice firms that expand through mergers and acquisitions need to use technology better to increase profits, Wealth Wizards says.