Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
JEFF HALL
People & Products
Jeff Hall has left his position as chief operating officer of Midwinter....
Features
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
People & Products
The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....
People & Products
Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....
People & Products
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...