Tech lies at the heart of improving outcomes and services for clients
‘Clients may choose Teams even if face to face happens every two years or so’
Targeted two-day specialist event for owners and directors of advice firms
Keeping track of the ongoing consolidation of the advice industry
‘Next gen advice should be a profitable income stream for your business’
Advisers need to decide what type of clients they want to serve
Oxford Risk says better engagement could equal 10% organic AUM growth
Taking a proactive approach to training and competence
Join us at etc.venues in the City of London on 26 April
‘We try and offer advice fairly to all of our segments’