Recordsure and sister company TCC have announced the appointment of Adrian Fisk as an advisor to their respective boards.
Transforming first interactions into trusted client relationships
Rewatch our webinar on Transforming first interactions into trusted client relationships which was hosted in partnership with Wealth Dynamix
Remote Relationship Management: The Future of Wealth Management?
How does a relationship-led business enable its advisers to give good advice when face-to-face meetings are off the table?
Innovation and traditional values: driving change in wealth management
Wealth management is a perfect example of an industry built on traditional principles like relationship management, but increasingly dependent on breakthrough technologies to support these