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Your Money Marketing Weekly Update: In this week's edition, we're covering some notable leadership changes in the financial-services world. Nucleus has appointed two new non-executive directors, while Parmenion has welcomed a new development director from Seccl. What could these moves mean for the industry? Read on
This collaboration marks the latest in a series of tech partnerships
Söderberg & Partners has selected specialist CRM provider Plannr Technologies as the back-office provider for its tech stack. The platform firm said it chose Plannr as its preferred partner because of their shared ambition in providing a "fully integrated" platform service to clients. Plannr, which entered the UK
Wealth management firm Söderberg & Partners has added a portfolio performance reporting tool by Morpheus Wealth to its toolset. The WealthSweet performance analysis tool is the first microservice in the portfolio reporting framework.
Nick Raine explains why adoption advice tech is crucial to improving efficiency, how the Nordic model can work in the UK and Söderberg’s plans for the future…