DigiMags - Systems

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All aboard the technology train

31 October 2019

The Fourth Industrial Revolution has catapulted the financial services industry into a world that was unknown to it a mere five years ago.

22 June 2019

quick poll

Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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