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JEFF HALL
People & Products
Jeff Hall has left his position as chief operating officer of Midwinter....
Features
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 ...
People & Products
The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....
People & Products
Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....
People & Products
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....
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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....