Citywire The Big Shift: Intergenerational Wealth Transfer

The future of financial advice

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In the third and final episode of this series, Citywire’s Amelia Hamilton spoke with Cat McInally, investment business development manager at Prudential, and Taylor Beavis, director and adviser at Universe Financial Advice, about what the future looks like for financial advice within an increasingly technological landscape.
21 Jun 2022 English South Africa Investing · Business

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