Verve Foundation launches new cohort of students
- Tuesday, 14 May 2024
- Articles
Verve Foundation, the not-for-profit organisation looking to bring new blood into the profession and help advisers to grow, has launched a new cohort of students starting their journey towards gaining their diploma in regulated Financial Planning.
Read more...New adviser CRM aims to challenge the market
- Monday, 04 March 2024
- Articles
A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.
Read more...7 in 10 adviser clients are over 50
- Thursday, 16 November 2023
- Articles
Close to 7 in 10 (68%) of financial advice clients are over the age of 50, according to a new report.
Read more...Intelliflo adds integral cashflow modelling
- Thursday, 27 April 2023
- Articles
Adviser fintech and back office provider Intelliflo has added cashflow modelling and planning capabilities to its core Intelliflo Office system.
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