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Paraplanning firm The Timebank adds eValue tools to its service
- Wednesday, 04 September 2013
Outsourced Paraplanning firm The Timebank has added Portfolio Analyser from eValue to its services.
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Sanjeev Shah to step down from fund management at end of 2013
- Tuesday, 03 September 2013
Sanjeev Shah is leaving the fund management industry after 17 years at Fidelity Worldwide Investment.
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AdviserTech technology site to launch mid-September
- Tuesday, 03 September 2013
Pete Matthew CFPCM, Financial Planner at Jacksons Wealth Management, is to launch his new AdviserTech site on 17 September.
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