• The evolving landscape for advice platforms

  • Jul 3 2024
  • Duración: 23 m
  • Podcast

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The evolving landscape for advice platforms

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  • Resumen

  • On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space.

    Tune in to hear insights on the importance of embracing digital as well as having a great culture, and how BT is utilising both aspects to enable a “people-oriented business”.

    Listen as they discuss:

    • How advisers can improve efficiency to service a greater number of clients.
    • The changes within financial advice over the 10 years of BT Panorama.
    • What to expect from the next decade as advisers contend with a changing landscape.
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