Many financial advisers are turning to outsourced investment solutions—but for those who prefer to keep full control in-house, the challenges are different. Can technology help? If so, how? What are the key obstacles, and how can advisers overcome them?
In this episode, we dive into these pressing questions with Symon Stickney, Founder and CEO of Collidr, a true innovator in the investment space.
Packed with practical strategies and actionable insights, this conversation is a must-listen for advisers looking to enhance their portfolios and stay ahead of the curve.
Listen to the full conversation here.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
