Russell Hutchinson Opinion

Can you do digital insurance advice with a tiny IT budget?

Tuesday 1st of March 2022

You can compete, and some of the global digital tools are making it easier, not harder, for the smaller adviser business with a modest IT budget to join the party.

Financial advisers in the wealth management sector have been using apps such as Pocketsmith, Better Money, and others to create more engaging and active advice offerings.

Using existing applications, advisers can set...

Want to read the full article?
Click the button below to subscribe and will have unlimited access to full article and all other articles on the site.