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Simon Binney: Structuring your business for digital advice

Published: November 1, 2021

In the second of a two-part series, Simon Binney outlines how advisory firms can incorporate digital and automated advice processes, as well as exploring the benefits of the hybrid digital/human model for both intermediaries and their clients

Source: professionaladviser.com

Simon Binney: The changing face of post-pandemic financial advice

Published: October 25, 2021

Financial advice firms that have adopted a more digital service delivery during the pandemic are capturing new clients and will be better set up to satisfy future intergenerational advice demand, writes Simon Binney

Source: professionaladviser.com