Trigold has launched Case Manager, a new software that will help mortgage advisers manage their client files.
Case Manager provides tools including fee reconciliation and a commission summary and also provides brokers with the tools they need to satisfy TCF rules. The new software is based on MortgageStream,...
Pensions neglect to be criminal offence
All-day event on 24 April
Consequences could be more severe than in stress tests
AFH has six segregated mandate funds