In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers.
The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience.
The pair discuss:
In this episode of The ifa Show, host Keith Ford is joined by the chief executive of WT Financial Group, Keith Cullen, ...
In the latest episode of The ifa Show, host Keith Ford is joined by the founder of The Cyber Collective, Fraser Jack, to ...
In this episode of The ifa Show, we share a discussion between host Maja Garaca Djurdjevic and associate professor ...
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