Keeping the human connection in a sector driven by technology
Recorded live at the IFA convention 2018, ifa editor James Mitchell catches up with netwealth’s Nick Mitchell, Experience Wealth’s Steve Crawford and Sufficient Fundz’ James Millard to delve into the impact that technology has had on customer service in financial advice.
by Todd Stevens - November 07, 2018 0 comments
Find out how these advisers maintain a human connection in a world dominated by emerging technology platforms, the concept of financial wellbeing and why customer needs should always come first.
0 commentsjoin the conversation
latest news
Industry unites on model portfolio data standards
More than 20 organisations from across the financial planning industry have coll...
State Street ETF portfolios available on platform
Advisers can now access a new suite of exchange-traded fund model portfolios fro...
FASEA reveals course and diploma approvals
The Financial Adviser Standards and Ethics Authority has confirmed it has approv...
