The internet plays an ever more important role for intermediaries and it is a development that should aid rather than undermine face-to-face advice
Since its launch in 1991, the World Wide Web and the technology associated with the use of it, has become the mainstay of an intermediary's business. The web has helped to deliver streamlined, cost-efficient services and stringent compliance procedures, as well as enabling the development of sophisticated online investment tools. So, what are online investment services and how do they help intermediaries do their job? Most intermediaries are busy and want to spend their time identifying new clients, giving financial advice and generating new business rather than managing client demands ...
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