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Firm launches new suitability tools for Financial Planners
Guardian launches with Synaptic Software’s Webline
Lester Petch: Wake up IFAs – hybrid robos are on the march
Mark Harman: Financial Planners must look at the bigger picture
IRESS expands open integration for XPLAN
Dynamic Planner unveils new £5m fintech investment
Defaqto launches new suitability report template
Defaqto unveils new critical illness cover comparison tool
Firm launches pay-as-you-go digital life insurance
‘No job losses’ in SimplyBiz Defaqto takeover
Sesame Bankhall and Aviva in £5m fintech investment
150k views of Standard Life’s fintech solution Techzone
IFA firm appoints new CFO and head of fintech
Sesame launches new fintech solution
National IFA group signs deal with referral fintech firm
Prince Charles welcomes 1,900 to CFA Institute event
Asset managers glimpse fintech future at conference
Dynamic Planner forges new fintech partnerships
IRESS launches new XPLAN Prime fintech in UK
PlanPlus launches new Financial Planning fintech tool
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