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Digital advice, adapt or die: new whitepaper

Posted By The Community

Financial Planning
January 14, 2020

Digital advice, adapt or die: new whitepaper

On Wednesday 27th November, we welcomed expert speakers from the world of financial advice and beyon...

Written By: Wealth Wizards

Wealth Wizards confirms new growth funding round

Posted By The Community

Financial Planning
December 20, 2019

Wealth Wizards confirms new growth funding round

Wealth Wizards, a market-leading financial advice technology provider, confirms that is in ongoing d...

Written By: Wealth Wizards

Advice gap? We have an advice capacity gap – and we can solve it with 'piloted advice'

Posted By The Community

Financial Planning
December 03, 2019

Advice gap? We have an advice capacity gap – and we can solve it with 'piloted advice'

If you had to pick a problem that has lingered longest in retail financial services, the “advice gap...

Written By: Wealth Wizards

Three sure ways to secure recommendations and referrals

Posted By The Community

Financial Planning
September 19, 2019

Three sure ways to secure recommendations and referrals

Waaaay back in the 1990s, when the cheeky McDonald’s meal advisers grabbed in between client appoint...

Written By: Wealth Wizards

Is 43 working days a year the cost of slow digital adoption for the advice industry?

Posted By The Community

Financial Planning
June 18, 2019

Is 43 working days a year the cost of slow digital adoption for the advice industry?

PRESS RELEASE: Financial advisers are losing an average of 43 working days a year, performing tasks...

Written By: Wealth Wizards