POWERED BY MOMENTUM MEDIA
CRM
Financial planning
It is the combination of a lack of knowledge and CRM shortcomings that hinder advice practice efficiencies....
Financial planning
A new white paper has identified scope for new entrants amid planner dissatisfaction with existing financial planning and CRM software....
Superannuation
Praemium has today announced the launch of a managed account solution for its client, Burrell Stockbroking and Superannuation....
Never miss the latest news and developments in wealth management industry
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....