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 – Evalesco Financial Services

15-Feb-2017

The concept of ‘holistic advice’ is thrown around a lot these days, particularly with regard to the next generation of advice customers, who are going to be less interested in an offering based solely aro.. Read More

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