CIPs should be an integral link between financial planning and desired client outcomes, writes John Porteous
Hedge fund Elliott Advisors' call for a shake-up of the Alliance Trust board represents more than a straightforward corporate dispute, writes Abraham Okusanya. It has implications for adviser platform due diligence...
The number of platforms targeting advisory firms is likely to halve after 2017, according to Standard Life's David Tiller.
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True Potential has launched a tool on its platform which will allow advised clients to manipulate their financial plan independent of their adviser.
Think three months is too long to wait for a pension transfer? So does Aegon CEO Adrian Grace, especially when its his pension. He talked to Laura Miller about disrupting the status quo in a 300-year-old British industry...
Life companies are keeping legacy technology systems behind closed doors and its a real threat to pensions freedom, writes Mark Polson...
Vertically-integrated wealth management group True Potential has reported a £1bn increase in assets on its platform in 2014, helping group profits almost double to more than £10m.
Retail fund management is “out of control” and should borrow ideas from the institutional sector to radically reorganise, Nucleus chief executive David Ferguson has said.
The regulator’s definition of “vulnerable consumer” must include those with gaps in their understanding of financial terms and products to prevent another misselling scandal, a software provider has said.
The potential sales of Transact and Seven Investment Management (7IM), as well as increased scrutiny from the regulator, have prompted advisers to start probing platforms on their exit strategies.
Platform technology provider FNZ is rolling out an alternative to traditional suitability tools to its platform and adviser clients, to help them assess consumers' broader understanding of financial services.
Ben Goss outlines the key risk factors associated with retirement planning and how best to tackle them
A forthcoming EU directive will push client data security even higher up the agenda for advice businesses, writes Linda Todd
Old Mutual Wealth has reported profits from its platform business rose 46% last year as it integrated Intrinsic's 3,000 advisers into the group.
AXA Wealth has moved into profitability following "strong growth across the business", which saw overall funds under management (FUM) increase by 11% last year.
Australian technology business IRESS has reported an upswing in underlying profits of 27.7% after its UK operations benefited from a "strong demand" from advisers and wealth managers, the group has said.
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