Benefits of adviser tech advances wiped out if fundamentals not right, says Origo CEO
13 February 2024
Advances in adviser technology, including artificial intelligence (AI)-empowered systems and processes, are set to deliver potentially huge efficiencies and cost savings for financial advice firms. But the benefits could be wiped out if the fundamental processes feeding into this new tech are not keeping pace with the market, says Anthony Rafferty, CEO, Origo Rafferty...