Nick Wade from Northfield and the Curious Quant discuss the impact of COVID on risk modeling frameworks, assumptions, and how the recent movements in asset markets may or may not impact the short and long-term assumptions of asset owners.
PictureWealth becomes mega-licensee with Capstone takeover
PictureWealth continues to evolve from its fintech heritage with the acquisition of Capstone Financial Planning, turning it into a licensee owner with scale. CEO Allan Maitland tells Professional Planner the group still has the desire for further M&A.
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