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.
Originally seen on Professional Planner by Tahn Sharpe The challenges regtech providers face in creating effective tools shouldn’t be passed on to advisers, technology company founder Lane Cipriani says. It is…