October 24, 2018

Money Marketing: tech and the changing needs of the industry

We are the UK's first fully-regulated online adviser scaling up automated financial advice across the industry.

Smart Platform in the media
Will technologically backward advisers fall out of providers' good books?

In the article featured in Money Marketing, Hope William-Smith looks at how advisers are turning to simple technology to help them cope with demand, as well as what might happen if they don't. Wealth Wizards Head of Advice Martin Harris  mentions in the article that technology is able to significantly increase an adviser's efficiency.

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