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Protection advice specialist Owl Financial has linked up with iPipeline to use its AlphaTrust software to digitise the compliance process in a remote selling environment. As part of its COVID-19 remote advice approach Owl Financial will automate compliance and data protection documents that require a signature from clients. This enables Owl Financial Protection Advisers to take documents that previously had to be signed during the initial face-to-face meeting with a client and issue and sign ahead of or at the start of a remote meeting. Owl Financial’s 1,200+ advisers will have access to th...

Openwork shakes up executive team Creation of chief commercial officer role Philip Howell: "These changes will position us well for our growth ambitions across the business and our specific focus expanding our successful wealth proposition." Openwork has named Mike Morrow as the network’s chief commercial officer to head up its wealth platform growth plans for 2021. Morrow moves into the newly created role at the end of this month. He was previously wealth and platform director. Openwork said he would lead on proposition development across the business as well as... Sign In To read this sto...

19 th January 2021 10:58 am Openwork has reshuffled its executive team and promoted former wealth and platform director Mike Morrow into the newly created role of chief commercial officer. Morrow (pictured), who has run the wealth channel at Openwork since 2015, will take on the role from the end of January. He previously worked for Ascentric as sales and marketing director and was head of insurance and investment at HSBC. Earlier in his career he was head of platform and distribution at AXA. In his new role, he will lead on proposition development across the business as well as the develo...

Openwork reshuffles exec team with new role By Sonia Rach 19 th January 2021 2:36 pm Openwork has reshuffled its executive team and promoted former wealth and platform director Mike Morrow into the newly created role of chief commercial officer. Morrow (pictured), who has run the wealth channel at Openwork since 2015, will take on the role from the end of January. He previously worked for Ascentric as sales and marketing director and was head of insurance and investment at HSBC. Earlier in his career he was head of platform and distribution at AXA. In his new role...

Owl is focussed on helping its advisers to be among the first to complete the new professional qualification for the industry with the LIBF.