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Five things your adviser should be doing

By Janice Roberts at New Media
30 October 2019 • 1 min read

The wealth industry is traditionally slow-moving. The pitfalls of knee-jerk investment decisions have moved wealth brands to believe that slow-moving, yet watchful modes of operating are more effective in the long run. However, the Fintech movement is challenging long-established beliefs, and instead of placing traditional custodians as the source of information, the movement seeks to use the Internet to empower customers with frequent information updates and access to tools that enable effective decision making. (more…)


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