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The merits of self-serve and hybrid advice and how it could increase adviser revenues by 225%.
In this article, Wealth Wizards’ Simon Binney discusses the merits of self-serve and hybrid advice and how it could increase adviser revenues by 225%. The next few years will see exponential use of self-serve and hybrid advice as the financial services industry takes advantage of developments in technology and consumers feel increasingly comfortable using digital…
Keep readingIs Hybrid Advice Right for Your Firm?
Are you considering a hybrid advice model for your business? Wealth Wizards’ Simon Binney provides a valuable insight into how advisers and wealth managers are using digital-first and automation platforms to grow and future-proof their firms. What is hybrid advice? In a nutshell, the hybrid advice model helps firms automate processes and digitise the advice…
Keep readingFOR A FULL SCHEDULE OF FUTURE OF FINANCE MEETINGS AND ACTIVITIES
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