Fintech start-up Plannr has launched a back-office solution for Financial Planners. The customer relationship management (CRM) solution went live this week. Plannr has been developing the CRM solution with the help of over 60 adviser firms who were part of its early access kickstarter programme between February and April. The CRM costs £85 per user […]
Archives for 2022
Male Paraplanners 4x more likely to seek adviser careers
Male Paraplanners are over four times more likely to want to become financial advisers than female Paraplanners, according to new research. Over four in ten (41%) male Paraplanners told Quilter Financial Planning they would like to become a financial adviser, with 21% saying maybe. Only 6% of female Paraplanner said they would like to become […]
iPensions completes migration of Forthplus clients
SIPP provider iPensions Group has completed the migration of Forthplus SIPP customers following its acquisition of the business assets of the Edinburgh business. It has integrated £500m in assets under administration. iPensions acquired the business assets of the closed SIPP firm Forthplus Pensions in December. It was initially expected to take at least six months […]
iPensions completes migration of Forthplus clients
SIPP provider iPensions Group has completed the migration of Forthplus SIPP customers following its acquisition of the business assets of the Edinburgh business. It has integrated £500m in assets under administration. iPensions acquired the business assets of the closed SIPP firm Forthplus Pensions in December. It was initially expected to take at least six months […]
Moneyinfo adds white labelled onboarding app
Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app. The app is available for tablet and mobile as well as desktop. The new financial profile builder pre-populates with data fed in from platforms, providers, online accounts, the Land Registry, and Open […]
Moneyinfo adds white labelled onboarding app
Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app. The app is available for tablet and mobile as well as desktop. The new financial profile builder pre-populates with data fed in from platforms, providers, online accounts, the Land Registry, and Open […]
4 ways businesses can honour National Reconciliation Week
27 May – 3 June marks National Reconciliation Week in Australia. This is an important time to consciously recognise and respect our nation’s first people and consider the way we can move toward a more inclusive and respectful future. “National Reconciliation Week (NRW) is a time for all Australians to learn about our shared histories, […]
The crypto conundrum
Business Update – 1 June 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. ASX carries momentum into a new week The local sharemarket started the week at a three-week high, coming off a rally from last week. Tech and payment firms were among the industries leading […]
The Top 18 Accounting Questions You Didn’t Know You Had [Answered]
You don’t know what you don’t know. This phrase couldn’t be more true, especially when it comes to taking up your business’s accounting. After all, it’s a technical and complex subject. And when it comes to your responsibilities, you probably have a million accounting questions—even if you don’t know exactly what they are. Have questions […]