MATTHEW ESLER
Financial planning
Fintech providers have responded to advisers’ comments about their viability as a means to lower the cost of advice, highlighting it can bring down costs without reducing...
People & Products
Financial advice technology firm Padua Solutions has launched a robo-advice generation tool for financial advisers which it says will help solve four key issues facing ad...
Financial planning
The new solution will help advisers to obtain pre-meeting information from clients to reduce the time and workload for advisers....
People & Products
Padua will provide transition management services and paraplanning to Findex financial advisers....
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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...