A medium listen.  

Stuart Holdsworth, chief executive at Financial Simplicity, talks Lee Robertson  through how the app-led next generation of financial technology and the “rise of the bots” will change the way you do business. 

In the discussion, Stuart gives ideas on how to manage the “moving target” that is compliance and explores the concept of ‘fee for no service’ – with a growing level of scrutiny on when fees are being charged, and what’s actually being delivered for that on a regular basis.

This is an essential listen for any adviser or wealth manager who wants insight into how technology will change client engagement, and what needs to be done now in order to adapt to a new world.