A time of crisis for clients; an opportunity for Advisers to demonstrate their value in being the professional fighting for them.
Today we’re introducing an integration with Iress Xplan that makes it simpler for financial services businesses to scale their compliance and risk monitoring across all written financial advice.
With a growing number of younger, university-educated financial advisers entering the market, the technology landscape is changing rapidly.
Recently we presented at a customer’s National professional development roadshow. This was a great opportunity to talk about the concerns that many practices who buy their dealer services from a licensee have.