Technology and advice landscapes

Learning how digital advice and social media can help you acquire new clients and maintain good client relationships.

Access the latest in practice insights, market news and articles to help you grow your business.

New technologies are transforming the way we access and use a range of financial services. Build a practice of the future by leveraging technology.
Financial advisers focus more than ever on increased client engagement and practice efficiencies. How can managed accounts help you achieve these goals?
Having an Approved Product List (APL) may be valuable in today’s rigorous regulatory environment. We take a look at some of the key benefits of having an APL for registered financial advisers.