Old technology costing advice industryBY EMMA RAPAPORT | THURSDAY, 15 JUN 2017 12:52PM
The majority of financial advice firms are still choosing to rely on Microsoft Excel as their primary source of administrative software despite a range of financial software products coming to market, YTML said.Read more: Technology, Excel, YTML, Adviser, Damien Murphy, Fintech, Highlighter, Kevin Liao, Piew Yap, Terri Ho
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16 AUG 2017
Investment Trends has found that new inflows to managed accounts from financial advisers on behalf of clients has all but trebled in the last four years. The surge in popularity is being driven by the ...
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