SANTIAGO BURRIDGE

Expert Analysis

Financial advisers want to help their clients’ wellbeing and achieve their dreams but are struggling how to document their achievements, writes Santiago Burridge....

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Financial planning

The adviser software service has launched the ‘Your Life’ module to help advisers with the fact find process....

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Financial planning

Software is currently too focused on product sales and compliance, and advisers find it difficult to use it to conduct activities that connect with clients, according to ...

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