An award for the direct platform offering the most transparent and plain-English charges, terms and conditions has no recipient for the second year running.
A small IFA firm has used its love of social media to create an automated financial advice service for those priced out and cut-off from traditional advice.
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Which platforms and planning tools have stood out for you in the last 12 months? Professional Adviser invites readers to vote for their favourites ahead of the premier event in the platform awards calendar...
Advisers are putting themselves (and their clients) at "very serious risk" if they do not understand the difference between the best and the worst financial modelling tools, writes Andrew Storey
Aegon has launched a ‘third-way’ retirement income product on its platform which gives retirees access to drawdown with a guaranteed level of income.
Financial services firms are failing to properly monitor and record their social media activity leading to increased compliance risks, a study has found.
Robo-advice is not going away anytime soon. Advisers who harness the power of technology will outpace their rivals, writes Andrew Storey
Average investors have seen their platform costs tumble by almost a fifth in the last five years, according to research by the lang cat, but advisers are not favouring the cheaper options.
A new advisory business is using a popular face aging app to show clients what they will look like in 30 years, after evidence suggested consumers' attitudes to long-term savings shift if they see an older version of themselves.
In an age where instant, updated information is the ‘norm', technology should be part and parcel of an adviser's way of working with clients in order to steer the relationship forwards, writes Mark Loosmore.
Professional Adviser is on the look-out for bold and brilliant adviser websites. Does yours deserve our attention?
Functionality and cost remain the only real drivers behind advisers wanting to switch platforms in an otherwise increasingly ‘sticky’ market, a survey has found.
Legal & General’s decision to invite offers for Cofunds just two years after it bought the platform is fraught with a number of potential pitfalls, according to industry commentators.
Bringing old technology up to speed with current digital trends is vital to ensure the survival of the UK's financial services sector, argues Colin Dean
Most advisers are confident their business will be prepared for the upcoming switch-off of fund-based trail commission, according to a poll which contradicts other research conducted on firms' readiness.
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