This month’s top read
Ignition Wealth Head of Sales and Marketing Richard Liverpool tells AdviserVoice readers how to get the best from popular financial planning software XPLAN.
A good read for all XPLAN users and fans, Richard shares insights and guidance from Ignition Wealth’s expert XPLAN Solutions team.
Advisers may earn 0.25 CPD hours for completing the quiz following this article.
similarities of wealth management in Australia, the US and the UK; Mark’s opinion on the future of robo-advisory; and ways in which different generations manage their assets. Check out Mark’s feature and be sure to follow the WealthTech Club for wisdom from wealthtech leaders from around the globe.