Jeff Hall has left his position as chief operating officer of Midwinter....
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....
Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...