Wealth Wizards sponsors The Lang Cat’s new adviser tech report.
That research instigated an industry-wide debate about technology and system integrations. It uncovered the deep frustrations firms have in managing clients' day-to-day processes. The research exposed that the issue wasn't being tackled, and thus remained unsolved. Since then, a lot has changed, yet - to what extent?
'A Fragmented World' provides the answers. The report seeks to understand whether, since 2019, anything has changed for advice firms and financial planning practices. It investigates greater digital uptake during the pandemic and asks, ‘are we any closer to the industry nirvana of genuinely frictionless processes?’
The research goes deeper than its predecessor. The report interviews a broader range of advice professionals from national firms and large consolidators. It captures perspectives from providers, platforms, tech companies and more.
'A Fragmented World' is being launched at a breakfast briefing on 20th September in London by invitation only.
We envisage further debate while offering a route toward genuine progress.
Please direct any enquiries on Wealth Wizards' sponsoring of 'A Fragmented World' to email@example.com
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.
Wealth Wizards®, Pension Wizard ®, Retirement Wizard®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited.
Wealth Wizards is independently audited and certified by the British Standards Institute to ISO/IEC 27001:2013, an internationally recognised standard specifying comprehensive security controls and best practice.
© 2022 Wealth Wizards Limited.