Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
Financial services brand GSB has received approval for a licence from the Central Bank of Ireland (CBI) to open an office in Ireland, with the ability to service clients across Europe.
GBST has upgraded its Salesforce-based WealthConnect practice management system to “enhance adviser efficiencies and client outcome”. WealthConnect provides complete client lifecycle management, including initial prospecting and onboarding.