IFA Technology

GDPR and its implications for advisers

GDPR and its implications for advisers

Steve Andrews, Head of Managed Services at Focus Solutions, shares some practical measures to help you make sure your business complies with the changes ahead There are just a few weeks until the new General Data Protection Regulation (GDPR) finally comes into force...

Better Business – Modern Marketing

Better Business – Modern Marketing

With today’s technology presenting so many marketing opportunities, why do financial planning firms find effective marketing to be such a challenge? Brett Davidson of FP Advance gives practical tips on how to re-evaluate your marketing strategy to focus on building...

How technology is changing client communication

How technology is changing client communication

Sam Turner, Head of Digital at ClientsFirst First there was email. Then came social media. And then came… MiFID II?! Changes to client communication are a hot topic for financial advice businesses, whether looked at through the prism of marketing, retention or...

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