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Showing 1 - 6 of 6 results for "Stephen Handley"

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... broader, we've partnered with both businesses and delivered some great outcomes for our customers," Fin365 founder Stephen Handley said. "Bringing the combined skills/resources together will allow us to accelerate growth of both capacity and capabilities ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... planning firm whose practice management system is directly connected to the platform," Fin365 chief executive Stephen Handley said. "As far as the consumer is concerned, the full-service offering will feel like a natural continuation of the DIY service." ...

FinPal and MiiiA merge, announce rebrand

ELIZA BAVIN  |  MONDAY, 16 SEP 2019
... plans to merge their technologies and services before rebranding as Fin365. FinPal founder and chief executive Stephen Handley said he is confident the merger will lead to accelerated growth beyond what the two companies would achieve individually. "There ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... services, paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley said many advisers are interested in outsourcing but are often deterred. "By linking businesses to DBA's skilled resources through ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... services, paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley said many advisers are interested in outsourcing but are often deterred. "I think it's pretty safe to say that all financial ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... using different, disconnected software systems, resulting in disjointed client experience. FinPal chief executive Stephen Handley said: "There has always been significant overlap between the worlds of financial advice and mortgage broking. Over the last ...
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