YTML : ASIC’s example SoA ‘not balanced’

Customer take up of life insurance advice could be adversely effected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate. This is the feedback YTML General Manager Advice Delivery, Terri Ho...

YTML: Focus on what you can change

Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it. YTML is software agnostic, working with a range of software providers so as to deliver the best solutions...

YTML RECOGNISED IN FINTECH BUSINESS AWARDS

Technology and advice solutions provider, the YTML Group (YTML) has been recognized as market leaders by being named finalist in three categories –  Software Innovator, Compliance Innovator and CEO Kevin Liao for Fintech Entrepreneur of the Year. Speaking at the...