General advice may help you reach a broader audience, but personal advice provides a better way to meet client needs and manage compliance risk, writes Steve Davison....
Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct faster in-depth product research....
Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....
YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....
The integration will allow both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and allows users to update portfolio ...
Midwinter Financial Services has today announced the launch of a new cybersecurity service for accountants and advisers....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...