In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice.
Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information.
The pair discuss:
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 ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin