Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability.
Financial planners and accountants were hamstrung by the fact that software solutions for the two areas worked in...
Zurich Financial Services has launched a new mobile app off the back of beta testing with a panel of advisers.
Sep 16 2019 - 1:30pm
In the new era of investing, advisers need to keep pace with shifting client preferences.
As it becomes increasingly necessary for planners to provide goals-based strategic advice, Malavika Santhebennur...
Financial training programs provider, Mentor Education entered into a deal with Suitebox to help financial...
We should realign our thinking to the East and accept the ‘rest of the West’ to allow actual global change,...
Sep 1 2019 - 4:45pm
As the market landscape gets trickier, generating income from investments is harder than ever. Find out why it...
Financial advisory firms that create a culture of innovation will become more receptive to the changing nature of...
ME Bank has looked to enhance its digital offerings via a five-year strategic relationship with Capgemini.
Digital financial advice will be the expected service offering by financial planning businesses in 2017, and they...
IT solutions provider YTML has joined with business effectiveness company, BusinessBlades, and formed a new YTML...
Financial software firm, IRESS has joined its software, XPLAN, with the Financial Synergy platform Acurity to...
Hugh Young looks at how regulatory and technological change will shape demands for more productive investments.
CXi Software has gone for experience in its selection of Stephen Williams as its new director of product and sales.
Tizzy Vigilante from IRESS was the IT Innovator of the Year at the 2016 Women in Financial Services Awards.
Bravura has appointed a new head of account management to support Sonata’s growth.
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