A third (29%) of advisers said 'ease of use' and 'quality of visual and graphical images' were the most important factors when selecting cashflow modelling software, Focus Solutions has found.
Focus Solutions surveyed the senior members of seven adviser networks - St James's Place, Drewberry Wealth, Roxburgh Financial Management, LightBlue UK, Plan Money, Cavendish Ware, Bankhall (part of SBG)...
Cutting delivery costs is key
'Solutions to pressing business needs'
A truly 'sticky' digital experience
UK Buffettology Smaller Companies investment trust
Follows govt advice
7, 8 and 9 October
The chair of the Financial Conduct Authority (FCA) Charles Randell has promised to “transform” the regulator in the wake of three separate financial scandals, independent reviews of which are set to be completed soon and are expected to provide “difficult...