The AdviserTech Show

Ep6: The future of IFAs and DFMs


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In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks Robert Clark from RC Brown Investment Management.

In this episode, Robert discusses the future of IFAs and DFMs and how technology can help firms to streamline workflow processes, and drive efficiencies through their business.

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The AdviserTech ShowBy moneyinfo