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The advice profession and the wider financial services community must do more to promote financial planning as a career to a more diverse range of people, Nucleus has insisted.
The software enables oversight of a firm’s compliance, team, training and business operations, providing a framework and a central place to collaborate on all regulatory and operational matters
The Verve Group has launched its latest software, Dextera, to enable advice firms to operate their entire business from a single dashboard.
Paraplanner turned support service powerhouse Cathi Harrison on her big business shift and how to fix financial services
Good morning and welcome to your Morning Briefing for Wednesday 2 August 2023. To get this in your inbox every morning click here. Cathi Harrison One of the most active and impressive people I have come across in my time at Money Marketing is Cathi Harrison. She is the Verve Group chief executive and made an