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Almost a year on from our first interview with Neil Moles, CEO of Progeny, we catch up with Neil again to hear about the…
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James Priday, CEO, of Prydis Wealth, an integrated accounting, legal and wealth management business, talks about his fir…
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Paul Stokes, Managing Director of PFM Associates, a leading Chartered Financial Planning firm, talks about the transform…
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Advice firms have their say on Vanguard and other low-cost disrupters. Jon Macintosh, Senior Partner, at Saltus and Gian…
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Gianpaolo Mantini, Founding Partner & Chartered Financial Planner of Higgins Fairbairn, talks about the benefits of usin…
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Jon Macintosh, Managing Partner of Saltus talks about the benefits of using CURO and how it has supported his firm's gro…
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Digital transformation means different things to different people. Therefore, we’re interviewing industry practitioners …
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Financial planning and wealth management software - before you lift up the bonnet on your existing software to see what …
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David Scarlett, a former financial adviser who led two financial advisory firms, is now an author, speaker, business coa…
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Financial vulnerability has become a hot topic for regulators, financial advisers, and the banking sector. The FCA has r…
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We’re interviewing industry figures to see what they understand by digital transformation and how they see it impacting …
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Mark Polson from The Lang Cat interviews our own Roland Rawicz-Szczerbo. Roland talks about the recent acquisition of T…
