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ADVISER INTELLIGENCE
Financial planning
Adviser Intelligence founder and chief executive Jacqui Henderson has called on advisers to be more welcoming of technological advancements to the industry....
Financial planning
Innovation in educational technology could lead to simulations of financial planner-client advice scenarios, leading to enhancements in the delivery of education....
Funds management
Cloud-based financial planning software provider, Adviser Intelligence, has signed a deal with investment technology firm Avocado Consulting....
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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....