Abstract
The financial advice and wealth management sector is at a pivotal juncture. Rapid technological advancements, evolving consumer needs, and a dynamic regulatory landscape are reshaping the industry. This report – the first in our Future Finance Technology Insights series – is crafted to provide small and medium-sized financial advice and wealth management firms with the insights and practical guidance needed to navigate this transformation.
| Original language | English |
|---|---|
| Publisher | Future Finance |
| Number of pages | 32 |
| Publication status | Published - Jun 2024 |
Publication series
| Name | Technology Insight Series |
|---|---|
| Publisher | Future Finance |
Other files and links
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Future Finance 4 All
Ring, P. (CoI), Collard, S. (CoI), Zhang, W. (CoI), Owen, R. (CoI), Hickman, E. (CoI), Marsili, O. (CoI), Adeeko, K. (CoI), Beaverstock, J. (PI), Chalmers, D. (CoI) & Wessels, B. (CoI)
Project: Research Grant