financial services technology

There appears to be research from larger markets such as the USA to suggest there is a new type of financial adviser out there, dubbed the “e-Adviser”, who is winning way more business than other…

For just about any practitioner to lose clients is bad, but losing 50% or more of their clients in a year would be a disaster. It is enough to jeopardise a practice entirely of course,…

Everyone is looking for a competitive advantage, an edge over the firms offering similar services. Often those competitors are offering essentially the same services, with the same processes, and the same infrastructure…but…how one implements and…

Every adviser wants better marketing results – no matter how good the existing results are. We want more, because in more or better marketing results lies the ability to leverage our businesses. Yet in the…