- Tuesday, 22 February 2022
A third (33%) of financial advisers say clients want more contact time with them outside of traditional working hours, according to a new report.Read more...
- Monday, 18 October 2021
Independent Wealth Planners (IWP) has acquired Acuity Wealth Management and founded a virtual advice service.Read more...
- Monday, 10 August 2020
Sanlam has launched a no-obligation virtual consultation service with its Financial Planners using software such as FaceTime, Zoom, Teams or Skype.Read more...
- Thursday, 16 March 2017
The majority of traditional Financial Planning firms will deliver up to three quarters of their client meetings via live video in the next five to ten years.Read more...