The summit is back in 2023 with a focus on how advisers can adapt to transform and thrive in the future. As the advice industry copes with economic uncertainty and generational shifts in wealth manage
Advice practices aren’t always satisfied with their tech providers, but are often hesitant to move because a poor onboarding process can create further issues if staff aren’t properly trained in the new system. According to a panel, BDM support should be an essential part of any tech migration.
Collaborative action to drive transformation must be taken to enable financial advice to be more cost-effective and accessible, according to a documentary by HUB24 and XY Adviser.