Financial Planning set for ‘golden age’
- Wednesday, 02 February 2022
- Articles
The Financial Planning profession is set for a “golden age” of growth, Ben Goss, the CEO of planning fintech firm Dynamic Planner has predicted.
Read more...US fintech buys adviser platform provider Hubwise
- Friday, 10 December 2021
- Articles
US fintech SS&C Technologies Holdings is to acquire the UK B2B investment platform Hubwise Holdings for an undisclosed sum.
Read more...Intelliflo replaces i4C with new cashflow tool
- Wednesday, 01 December 2021
- Articles
Adviser fintech and back office provider Intelliflo is to replace its i4C cashflow planning tool with a 'powerful' new cashflow tool.
Read more...STAR to launch ‘gold’ standard for product transfers
- Monday, 20 September 2021
- Articles
STAR, the cross-industry transfer initiative, is to roll out an accreditation scheme which will award bronze, silver or gold grades to providers based on their ability to transfer clients to other providers smoothly and quickly.
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