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ADVICE REVOLUTION
People & Products
A new fintech brand has launched to offer software and services enterprise to the advice and wealth sector and has already signed up CFS as a client....
People & Products
Advice Revolution’s fact find service has been combined with Worksorted’s customer relationship management, workflow and revenue system....
Financial planning
The firm hopes it will offset the most time-consuming part of the advice process....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....