The need for financial advisers to embrace technology has only been accelerated on the back of the COVID pandemic and Sharesight is one online portfolio tracking tool many are turning to.
On this episode of the ifa show, host Neil Griffiths is joined by Chris Stojcevski from Sharesight’s partnership team to discuss exactly what the tool does and why it’s proving to be incredibly popular within the sector.
As well as sharing the progress of Sharesight since its inception to today, Chris details the structural trends of financial advisers moving away from platforms to reduce costs for their clients and how his experience at June’s AI Summit drove that point home.
In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Bryce Quirk, Group Executive of Distribution ...
In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic sit down to discuss tranche two of the ...
In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin