Embark lays out adviser enhancement plans
Embark has laid out a series of enhancements for advisers, which will be rolled out on a “continuous improvement” basis.
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Embark has laid out a series of enhancements for advisers, which will be rolled out on a “continuous improvement” basis.
Nucleus chief commercial officer Alex Kovach has announced he will leave the business following its acquisition of Curtis Banks last month. Kovach had signalled earlier this year that he intended to step down after helping navigate the successful completion of the deal.
Advisers who use risk-based financial planning system Dynamic Planner can now value the Scottish Widows Platform after its latest integration.
The future of the Dundee e-bike scheme is in doubt as its operator started a liquidation process with 200 city bikes for sale.
Embark Group has strengthened its adviser platform with a range of new integration tools as part of its drive to improve service. The tech upgrades, which was announced today (23 February), brings a host of new functions to the platform alongside a brand-new interface.