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Implemented Portfolios News

The future is the collaborative bionic adviser

The biggest wave of change to ever hit our businesses is happening and I want our industry to be on it, but we need to change and change quickly.

The future adviser will be bionic and able to not only mass portfolio customise but mass portfolio personalise. In practice this means shifting the advisers’ ability to move from managing 100 to 300 to eventually 1,000 clients via technology. The client experience will be enhanced and compliance issues will reduce significantly with the regulator supporting it. READ MORE