INSIGHT
FEATURES

Feature: Technology in 2017

09-Jan-2017

The burgeoning intelligence of adviser platforms and digital advice software has resulted in a greater pivot towards customer engagement and efficiency as financial planners look towards further avenues of automation.. Read More

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PROFILES

Practice of the Month – The Hopkins Group

17-May-2017

The question of how to engage the younger generation of advice clients is currently a popular one in the financial planning industry as it faces the mass transfer of wealth from baby boomers to their generation X and.. Read More

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