Josif GraceThe Changing Face of Technology in a Financial Advisory Role“Learning and innovation go hand in hand. The arrogance of success is to think that what you did yesterday will be sufficient for…Oct 7, 2019Oct 7, 2019
Josif GraceLife and Legacy Planning for Advisers: Building a Long-Term Relationship with Clients in 2019The Evolution of Financial Advice in the UKApr 2, 2019Apr 2, 2019
Josif GraceProfessional Adviser Compliance: General Data Protection Regulation (GDPR) with Practical ExamplesUnderstanding the General Data Protection Regulation (GDPR) for Solicitors, Accountants and Independent Financial Advisers (IFAs).Mar 25, 2019Mar 25, 2019
Josif GraceA Guide for Intergenerational Planning for UK Financial AdvisersTechnology Is Helping to Bring Together Family MembersMar 18, 2019Mar 18, 2019