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Matt Lonsdale, Director Davies Consulting talks Consumer Duty, fee compression a…

• by Roland Rawicz-Szczerbo on February 18, 2025

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Ellie Tembras, COO Zippen, talks pension pot discovery & consolidation

• by Roland Rawicz-Szczerbo on February 18, 2025

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Jodie Watling, Director, Menzies Wealth Management talks CURO

• by Roland Rawicz-Szczerbo on June 10, 2024

Read article Douglas Orr, Founder and CEO, MessageMatrix Talks About Instant Messaging Security and Compliance

Douglas Orr, Founder and CEO, MessageMatrix Talks About Instant Messaging Securi…

• by Time4Advice on February 23, 2023

Read article Hugo Thorman, Non-Executive Director, Seccl, Talks About The Future of Platforms and Adviser Technology

Hugo Thorman, Non-Executive Director, Seccl, Talks About The Future of Platforms…

• by Time4Advice on February 15, 2023

Read article Helena Wardle, CEO, Money Means, Talks About Her Firm’s Approach To Making Financial Advice Accessible For Everyone

Helena Wardle, CEO, Money Means, Talks About Her Firm’s Approach To Making Finan…

• by Time4Advice on January 9, 2023

Read article Jamie Philip, Partner, Saltus, On Why Data Is A Big Deal For Financial Planning & Wealth Management Firms. He Also Talks…

Jamie Philip, Partner, Saltus, Talks About Why Data is a Big Deal and Why Firms…

• by Time4Advice on November 24, 2022

Read article View the recording of our webinar with one of our strategic integration partners, Click Dimensions, one of the most powe…

CURO & Click Dimensions - 360° Automated Marketing - Webinar Recording

• by Time4Advice on November 8, 2022

Read article Microsoft’s vision for the Power Platform came from a recognition that data is central to every business process, and a …

Low-Code Trend Report 2022 - Building a learning culture on a low-code platform

• by Time4Advice on July 28, 2022

Read article Microsoft’s vision for the Power Platform came from a recognition that data is central to every business process, and a …

An introduction to Microsoft Power Platform

• by Time4Advice on July 28, 2022

Read article We are proud to have been awarded ‘Best Technology Provider’ at this year’s Professional Adviser Awards.

Professional Adviser Awards - 'Best Technology Provider'

• by Time4Advice on May 3, 2022

Read article Stuart Payne, Chief Operating Officer of Wills & Trusts Wealth Management and Trust DFM, talks about the transformationa…

Stuart Payne, COO, Wills & Trusts Wealth Management Talks About CURO

• by Time4Advice on March 24, 2022