AdviserSoftware com launches largest industry-wide survey on the Hybrid Advice market in 2023 – highlights key challenges ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.
Digital and hybrid advice should be “embedded tightly” in a firm’s customer proposition and not established as a separate channel, an EV white paper has said.
Securing today's and tomorrow's customers is about building recognition as a trusted, transparent and engaging firm through proper education and communication, writes Tim Sargisson