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The evolution of adviser technology with Pete Williams and Allan Clarke

The evolution of adviser technology with Pete Williams and Allan Clarke

Released Thursday, 21st November 2019
Good episode? Give it some love!
The evolution of adviser technology with Pete Williams and Allan Clarke

The evolution of adviser technology with Pete Williams and Allan Clarke

The evolution of adviser technology with Pete Williams and Allan Clarke

The evolution of adviser technology with Pete Williams and Allan Clarke

Thursday, 21st November 2019
Good episode? Give it some love!
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Mark chats with Pete Williams and Allan Clarke, who both work in senior Account Management roles at Iress. They reflect on how far financial services regulation, technology and adviser attitudes to technology have shifted. They also discuss to what extent a firm’s size affects their technological needs.

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