Advisers looking for business efficiency start here!
Our blogs bring together news, opinion and perspectives from our staff and guest bloggers. We aim to highlight the best ideas in advice technology and of course everything XPLAN. We will report on fintech news and offer insights into the day-to-day work and challenges faced by advisers and licensees today. Happy reading!
Last week we announced our partnership with AGBA (the Association for Goals Based Advice) and we are very excited to be part of the movement that delivers better goals based solutions for advice practices. Today, our guest blogger is Rebecca Jacques who is General Manager of AGBA. Below she writes about the objectives of the […]