Manually tracking and reporting revenue transactions is simply not cost effective for most financial planning businesses and so they hope they are being paid correctly and clients are being charged correctly. Unfortunately, that is almost certainly NOT the case.
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- Fin365 appoints Scott Hoy as Executive Chairman to accelerate strategic growth June 23, 2025
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- Technology Test Drive – Microsoft Copilot (formerly Bing Chat) January 17, 2024
- Demystifying Microsoft Copilot(s) January 17, 2024
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- Fin365 rated #1 in Adviser Ratings 2022 Financial Advice Landscape Report May 29, 2022
- Fin365 acquires miPlan, will launch hybrid advice platform January 25, 2022
