On this episode of the ifa Show, host Sarah Kendell is joined by Iress' manager-practice solutions team Kelli Willmer, to discuss how adviser use of technology has rapidly evolved as the COVID-19 crisis has taken hold.
Kelli discusses some of the misconceptions advisers might have had around clients and technology prior to the crisis, and how practices have adapted to the challenge of keeping clients and employees engaged while working remotely.
Kelli also shares her insights into how advice processes might change for the better on the other side of COVID-19, and what business owners can do to support their staff in making a productive return to the workplace.
In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to ...
In this week’s special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones’ address ...
In this episode of The ifa Show, host Keith Ford is joined by Sarah Abood, chief executive of Financial Advice ...
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