Author: Emma Iskowitz

The Limits of Digital Fact-Finds: Highlights from the December Investment Forum Part 2

Posted by Emma Iskowitz | Feb 23, 2021 | AdviceTech Forum, Client Onboarding & Fact Finds, Events, Investment Forum |

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Using Digital Fact Finds: Highlights from the December Investment Forum Part 1

Posted by Emma Iskowitz | Feb 23, 2021 | AdviceTech Forum, Client Onboarding & Fact Finds, Events, Investment Forum |

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‘Identif-eye’ Your Client’s Feelings: Reading Behind the Mask

Posted by Emma Iskowitz | Dec 8, 2020 | Artificial Intelligence |

As robo-advisers and apps continue to spread their way across the wealth management field, human...

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Everything You Need to Know About the STAR Initiative: Part 2

Posted by Emma Iskowitz | Dec 1, 2020 | AdviceTech Forum, Events, Investment Forum, Platforms |

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Everything You Need to Know About the STAR Initiative: Part 1

Posted by Emma Iskowitz | Dec 1, 2020 | AdviceTech Forum, Events, Investment Forum, Platforms |

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