This year’s conference spurred advisers to see the future as a friend and start actively sourcing technological solutions. In 2018, tech-convergence is tipped to be king.
Tahn SharpeDecember 5, 2017
Fintech could be the answer to two of the biggest problems facing financial planners – doubt about future revenue and client engagement – a new whitepaper from the FPA states.
Professional PlannerNovember 23, 2017
An unsolicited letter to a client sparked an 18-month-long, and ultimately unsuccessful, fight for compensation. Financial planners are advised to look out for similar approaches.
Simon HoyleMay 22, 2017