Digital advice and its role in the future of the industry
The ifa Show · Momentum Media
September 27, 202329m 28s
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Show Notes
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss the rise of digital advice in the financial services industry.
With over 30 years of experience in the financial services industry, Mr Haramis provides valuable insights into the development and growth of digital advice, and why incorporating digital advice into advisory firms' business models will be essential moving forward.
Listen as they discuss:
- The key benefits of using digital advice platforms for advisory firms.
- The importance of digital advice in addressing intergenerational wealth transfer.
- How digital advice underpins many of the recommendations in the Quality of Advice Review, and more.