Higher income earners were more likely to want to track their finances and communicate with their financial adviser via mobile applications than lower earners, according to new research.
Financial Planning Today editor Kevin O’Donnell recently caught up with Philippa Hann, recently announced as the next CEO of Bristol-based, employee-owned Financial Planning firm Paradigm Norton. She will take up the role in April. A full version of this interview will appear in the next issue of Financial Planning Today magazine in November.