communications

OCF of 0.14%

PARTNER INSIGHT: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'

Majid Shabir, CEO of Instinct Studios, argues ditching jargon is an important part of communication, but using technology and creative design to turn data into meaningful information will help support investors in making properly informed financial decisions....