Flexible working and digital tools key for advisers

Thursday, 01 April 2021
Articles
Keith Richards, chief executive of the Personal Finance Society and chief membership officer of the Chartered Insurance Institute

Flexible working and digital transformation were the key focuses for financial advice businesses surveyed by the Personal Finance Society and Chartered Insurance Institute in March.

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Tech firm to launch next gen client-adviser digital tools

Friday, 18 August 2017
Articles
Iress website

Financial tech provider Iress is to launch what is calls “next-generation digital tools” through its XPLAN service from early 2018.

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