Saturday, December 14, 2024

Tag: Steven Burgess

Time is Running Out on Your Future

A key industry figure says financial advisers need to act now if they intend to continue in the business after June this year. “We all...

Plan to Thrive in the New Regime

The Compliance Refinery’s Steven Burgess explains how advisers can approach the waves of change fast approaching the financial services sector. The financial services industry is...

New Compliance Service Launched

A new compliance solutions firm, Compliance Refinery, has launched for financial advisers. The company provides solutions that fit with adviser businesses taking into account the...