Boosting efficiencies in advice practices by using technology will be central to managing revenue streams under...
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...
Sep 30 2019 - 5:15pm
Western Asset CIO Ken Leech shares his thoughts about lower inflation expectations, declining market sentiment,...
Zurich Financial Services has launched a new mobile app off the back of beta testing with a panel of advisers.
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...
Sep 30 2019 - 4:15pm
Managed accounts have long been promoted for their client benefits, but what is their real impact on client...
We should realign our thinking to the East and accept the ‘rest of the West’ to allow actual global change,...
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.
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