In this episode of The ifa Show, host James Mitchell is joined by Kelli Willmer, manager of the practice solutions team at Iress, to discuss the importance of best practice guidance around technology for IFAs.
Kelli explains why businesses need support to maximise the efficiency of their implemented software systems, how Iress tailors software solutions according to individual practice requirements, and how her team fosters strong relationships with clients.
She also talks about the role of technology in increasing industry compliance, the features that advisers should be looking for in modelling tools, and why all businesses should be reviewing their software setups.
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible ...
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the ...
In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset ...
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