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Defaqto has upgraded its adviser software package to enable users to increase efficiency, improve compliance and drive revenue. The upgrade, unveiled today (29 February), is being billed as an industry first and will provide a financial planning journey in a single, comprehensive package. Defaqto Engage, a software
Sasfin Group’s headline earnings per share for the year to 30 June 2023 declined 19.4% to 366.18 cents from 454.43 cents per share a year earlier, mainly due to rising costs and higher impairments.
Sasfin Group's headline earnings per share for the year to 30 June 2023 declined 19.4% to 366.18 cents from 454.43 cents per share a year earlier, mainly due to rising costs and higher...
According to Quilter's latest survey, more than half of advisers - 54% - would like to increase the number of customers they serve. That's not a particularly surprising...
Former Skandia International sales director, Victor France, has lead the buy out of Dublin-headquartered expatriate advisory firm Abbey Wealth. Directors, advisers...