Technology

Joined James Hay in 2019

'If you are not thinking digitally you will be left behind'

Deal with AssetCo to buy 30% of equity in the business was finalised on October 6

All the winners

Latest NextWealth research

Timeline has rolled out a series of developments to strengthen its financial planning software, as well as reduce adviser technology costs.

People, processes and technology

David Tiller joins life giant

A 'highly scalable business model'

David Ferguson to pursue other opportunities