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Good morning and welcome to your Morning Briefing for Thursday 7 September 2023. To get this in your inbox every morning click here. Curtis deal Regulators have given the greenlight for Nucleus's acquisition of Curtis Banks to create an £80bn adviser platform group. And help nearly 5,000 advisers make retirement ....
Good morning and welcome to your Morning Briefing for Wednesday 6 September 2023. To get this in your inbox every morning click here. New CEO for Sesame Bankhall Sesame Bankhall Group has appointed Richard Harrison as its new CEO, to succeed current interim CEO John Cowan, who will resume his role as chair of the ....
Host Lois Vallely speaks to Bravura's principal business consultant Jonathan Hawkins and head of product Andrew Zietara about the rise of artificial intelligence, and how it can benefit advisers. They discuss what AI means for financial services and how tools can be and are being used by advisers. They also talk ....
Financial advice software firm Midwinter has announced a new integration with Inherit Australia, an estate planning platform connecting financial planners and lawyers. The integration means that adv ....