Jeff Hall has left his position as chief operating officer of Midwinter....
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 ...
The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....
Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...