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Financial planning and wealth management software - before you lift up the bonnet on your existing software to see what …
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David Scarlett, a former financial adviser who led two financial advisory firms, is now an author, speaker, business coa…
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Financial vulnerability has become a hot topic for regulators, financial advisers, and the banking sector. The FCA has r…
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We’re interviewing industry figures to see what they understand by digital transformation and how they see it impacting …
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Mark Polson from The Lang Cat interviews our own Roland Rawicz-Szczerbo. Roland talks about the recent acquisition of T…
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Model Office’s Science of Compliance podcast aims to debunk the myths around compliance being a business prevention unit…
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We’re in the middle of a series of interviews about digital transformation and what it means for financial planning and …
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Our latest interview is with Chris Davies, Managing Director of Model Office, the RegTech platform that provides regulat…
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Time4Advice today announced that it is launching the first Intergenerational wealth client portal. As a result, the clie…
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The financial advice industry faces significant challenges including, the adoption of new operating models (post-COVID 1…
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Digital transformation means different things to different people. So we’re interviewing industry practitioners and pund…
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Digital transformation means different things to different firms. So we asked Philip Calvert, author, keynote speaker, a…
