Advisers that can harness the benefits of advice technology are positioning themselves for sustainable growth, but the road to efficiency is paved with potholes. How can advice businesses future proof themselves by adopting the kind of technology that will work for their practice and their clients?
Participants: Peter Worn, director at Finura and Jason Poole, principal at GPA Financial Services
Facilitator: Tahn Sharpe, editor, Professional Planner
Length: 38min