Financial advisers want to help their clients’ wellbeing and achieve their dreams but are struggling how to document their achievements, writes Santiago Burridge....

The adviser software service has launched the ‘Your Life’ module to help advisers with the fact find process....

Software is currently too focused on product sales and compliance, and advisers find it difficult to use it to conduct activities that connect with clients, according to ...

Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....

It intends to commence proceedings against Lumiant if certain terms are not met in a week, regarding copyright issues over a financial health questionnaire....