4 advice firms merge to create Esencia Wealth
Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers.
Source: moneymanagement.com.au
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Top News In Advise Wise Today - Breaking & Trending Today
Advise Wise hires Aaron Conlon as MD – Mortgage Strategy
Advise Wise has appointed Aaron Conlon as managing director. Conlon joins from equity release brokerage Fluent Lifetime, which he founded in 2018. Prior to this, he held positions at More2life, where he served as director of operations and change, and Mortgage Advice Bureau (MAB) as the proposition director for later
Source: mortgagestrategy.co.uk
Conlon joins Advise Wise as managing director
Aaron Conlon has been appointed managing director of later life sourcing platform Advise Wise to drive its strategy.
Source: mortgagesolutions.co.uk
Advise Wise unveils improved research PDF
Advise Wise, a leading sourcing platform for later-life advisers, has released an improved research PDF document to help with compliance and audit processes. The document offers advisers a more efficient and transparent way to access key quote information. The upgraded research document also showcases all crucial
Source: moneymarketing.co.uk
The Morning Briefing: AI and compliance; Wealthify launches savings account
Good morning and welcome to your Morning Briefing for Tuesday 13 February 2024. To get this in your inbox every morning click here. AI and compliance With the world and its wife talking about artificial intelligence (AI), advisers would have to be working in a bunker to be unaware of its potential impact on the
Source: moneymarketing.co.uk