As the world celebrates the 50th anniversary of the first moon landing, Mark Loosmore argues the financial sector should be no less ambitious as it strives to improve the technology that supports the advice process
As only someone who themselves were in outer space could have missed, 20 July marked the 50th anniversary of the historic Apollo 11 mission, which landed the first two humans on the moon. The momentous...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
Includes Rory Percival and many more
To help meet savings goals
Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...
Adjustment to value of unquoted assets
Regulator outlines adviser expectations for 2020