Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.

Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.

Asset managers gathered at the CFA Institute at London’s ExCel today got a glimpse into the future with a presentation on the latest technological solutions.

Sesame Network, part of adviser network Sesame Bankhall Group (SBG), has launched a new fintech solution.