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…