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Showing 1 - 2 of 2 results for "PlanFocus"

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... is expected shortly, with the platform to roll out from January 2019. AGBA is also working with XPLAN consulting firm PlanFocus to develop goals-based customisations for XPLAN. The initial version will involve adjustments to the fact finding process ...

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
... appointing a head of advice in the process. Rob Corben will take on the role as part of Ignition Wealth's partnership with PlanFocus, of which Corben is a director. His position will involve building and overseeing Ignition Wealth's new XPLAN consultancy ...
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