intelliflo: Financial advice in the age of disruption – how are advisers and clients adapting
In this session, Nick will be looking back at how digital wealth is defining a new era of financial advice. He will be sharing his insights into the extraordinary year of 2020 and how it led to a rapid adoption of technology by advisers and their clients.
With more than half of advisers expecting to work remotely in the long term, Nick will discuss the digital solutions to today’s challenges and how greater tech adoption is delivering tangible business benefits.
This session will also include exciting updates from Nick as he looks towards the future and how digital wealth can further enhance the advisory experience.