I think it’s fair to say that adopting new technology is regarded as a necessary evil for some advisers, particularly now when many find themselves swamped with work.
I think it’s fair to say that adopting new technology is regarded as a necessary evil for some advisers, particularly now when many find themselves swamped with work.
E-advice, robo advice, automated advice; the pervasion of financial advice delivered through technology continues apace, although many financial advisers feel we are a way off the tipping point where the old practices of existing clients must be balanced with the new practices of potential clients.
