Survey – The most pressing issues concerning digital advice

To help us understand the most pressing issues concerning digital advice propositions from your side of the industry, we would like to ask for 2 minutes of your time for a quick survey: Financial Institutions¬†– Click here Banks, Asset Managers, Wealth Managers, Insurance companies etc Service Providers¬†– Click here Consultants, vendors, Fintech companies etc We […]

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Speaker interview: Simon Binney

Simon Binney, Business Development Director, Wealth Wizards Where has digital advice matured to, and how can it enhance the provision of financial advice to the public? Digital advice has opened up a whole new area of the market, making financial advice affordable and accessible to people with lower net worth. This is a new opportunity […]

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