Asgard Wealth Solutions will improve its new practice and planning tool, AdviserNETgain, while continuing to phase out its financial planning technology, Assirt Software. The second phase of the AdviserNETgain rollout in April 2007 will include upgrades to the system, including improvements to its statement of advice software.
Barwon data shows exit uplifts halved since 2023
Barwon’s analysis of more than 300 global listed private equity exits since 2013 revealed that average uplifts have dropped from...
