Wealth managers ‘won’t survive’ unless they digitally innovate

New research has revealed just over half (55%) of wealth managers will survive if they do not digitally innovate.

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More than 55% using fintech regularly, poll finds

More than half of banking and financial services customers around the world use fintech products and services, according to a new global poll.

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Why cashflow modelling is essential for Financial Planners

Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.

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Making technology work for Financial Planners

Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.

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