The evolving landscape for advice platforms

An episode of the The ifa Show podcast, hosted by Momentum Media, titled "The evolving landscape for advice platforms" was published on July 3, 2024 and runs 22 minutes.

July 3, 2024 ·22m · The ifa Show

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Episode Description

On this week's episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space.

Tune in to hear insights on the importance of embracing digital as well as having a great culture, and how BT is utilising both aspects to enable a "people-oriented business".

Listen as they discuss:

How advisers can improve efficiency to service a greater number of clients.
The changes within financial advice over the 10 years of BT Panorama.
What to expect from the next decade as advisers contend with a changing landscape.

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