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.
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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.
Robo-advice and artificial intelligence (AI) are two different things that both have the potential to disrupt the UK financial services market in the next few years, according to technical specialist and entrepreneur Phil Goffin. But sci-fi it is not...
There has never been a better time to be in financial advice, but IFAs who fail to embrace technology will lose out to more tech-savvy firms who better serve pensions freedom clients, experts have said.
Aberdeen Asset Management is to partner with pensions consultancy Hymans Robertson for a service which will see it use the firm's technology to target direct investors for the first time.
Karl Dines puts his first lesson in project management, the PPPP principal, to good use ahead of the impending sunset clause
Neil Adams is a big advocate of harnessing technology to better assist clients. Here he assesses the retirement planning tools on offer to advisers
Karl Dines applies the Eisenhower Principle to the approaching sunset clause and urges advisory businesses to make dealing with it a priority
Succession Advisory Services is set to apply for discretionary permissions as the company looks to extend its offering.
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