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Advicetech firms to watch – the lang cat unveils the startups driving innovation in the financial services sector

Advicetech firms to watch – the lang cat unveils the startups driving innovation in the financial services sector
ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.

Alex Cowan Sanluis , Helena Wardle , Adrian Durham , Mark Polson , Advicetech Catwalk , Platform One , Studio Spaces , High Inquisitors ,

The Consumer Duty should end active management

The Consumer Duty should put an end to advisers “putting their clients in active funds”, an expert has said. ....

Alan Smith , Helena Wardle , Tim Horrocks , Robert Lockie , Robin Powell , Consumer Duty , Money Marketing , Capital Asset Management , Wardle Financial Planning , Money Means ,

Customer data: The chickens are coming home to roost

Tim Sargisson looks at the world of client data and explores why utilising the right tools and technologies to fully leverage information is essential ....

Mike Hogg , Helena Wardle , Norwich Union , Commercial Union , Money Means , Consumer Duty , Tim Sargisson ,

The Morning Briefing: New UK CEO for FNZ and soft skills and diversity

Good morning and welcome to your Morning Briefing for Thursday 19 May, 2022. To get this in your inbox every morning click here. New UK CEO for FNZ FNZ has appointed Alastair Conway as its chief executive of its UK and South Africa business. Conway joined FNZ in April 2021 to work on one of the company’s key ....

South Africa , United Kingdom , Barry Norris , Helena Wardle , Alastair Conway , James Hay , Paul Mcgerrigan , Initiative For Financial Wellbeing , Current Bank , Deutsche Bank , Morning Briefing , Argonaut Capital , Income Protection , Simplified Application , Monday May , Sky News , Financial Wellbeing ,

How do you know when your financial planning is a success?

In a recent online session held by the Initiative for Financial Wellbeing (IFW), Helena Wardle posed the question of whether the language we use about clients may be presenting money in an overly negative light. ....

Helena Wardle , Initiative For Financial Wellbeing , Financial Wellbeing ,