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Behind the Headlines: The relentless rise of hybrid advice

So-called “robo” advice was a big deal not that long ago. But it never quite managed to get the foothold it was expected to. Now “hybrid” advice is rising to the fore. ....

United Kingdom , City Of , Nick Johnson , Helena Wardle , Heather Hopkins , Richard Caldicott , Smith Wardle , Paul Feeney , Mike Barrett , Goldman Sachs , Natwest Group , Money Marketing , Vanguard Personal Financial Planning , Wealth Wizards , Exo Investing , Nextwealth Live , March Adviser Tech Stack , Nextwealth Adviser Tech Stack March ,

Advisers still not fully capitalising on tech benefits

Advisers still have a long way to go to before they fully maximise all the opportunities technology offers. ....

Heather Hopkins , Adviser Tech Stack , Nextwealth Adviser Tech Stack March ,