Financial Advisors Urged to Embrace Technology Amid Changing Consumer Expectations
A recent report from AdviserSoftware.com highlights a significant shift in consumer expectations within the financial advisory sector, emphasizing the need for firms to integrate technology into their services. With 51% of UK consumers preferring electronic communication and 61% desiring mobile access for managing finances, the demand for tech-driven solutions is clear. Despite this, human interaction remains crucial, with 57% of consumers still favoring personal consultations. As the industry evolves, advice firms must blend digital innovation with personalized service to meet diverse client needs.
Top 10 Tips to Boost Your Savings in 2024
Looking to boost your savings in 2024 and secure a brighter financial future? Learn the top 10 tips for maximizing your savings, from maximizing TFSA contributions to investing in growth sectors. Start implementing these strategies today for financial success.
CFI Launches New FP&A Specialization Program to Address Skills Gap in Finance Industry
Corporate Finance Institute® (CFI) launches new Financial Planning & Analysis (FP&A) Specialization program to bridge skills gap in finance industry. With high demand for FP&A professionals, CFI’s comprehensive online training program aims to equip aspiring and current financial analysts with essential skills and knowledge required for success in FP&A roles. Learn more about the program on the official CFI website.
10 Essential Rules of Personal Finance
Personal finance is a crucial aspect of managing one’s money to achieve financial goals and maintain financial well-being. It encompasses budgeting, saving, investing, and making informed decisions about income and expenses. In this article, we will explore 10 essential rules…
Financial Planning Tips for 2024
As we step into the new year, it is essential to take stock of our financial situation and set goals for 2024. Whether it’s calculating your net worth, setting new goals, or adjusting your contributions to retirement plans, financial planning…