Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".
Investment giant BlackRock has acquired US robo-advice business FutureAdvisor, through which it plans to reach out to the "mass affluent".
Ileana Sodani explores how advisory firms can harness digital innovation to enhance the client 'experience' and drive business growth
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Royal London has sold the client bank of its old direct to consumer (D2C) fund platform, Fundsdirect, to online direct investment firm Strawberry Invest.
How can advisers ensure their websites are as client-friendly as possible? Codepotato's Gareth Thompson popped into the Professional Adviser studios to share six quick-fire tips for firms.
Professional Adviser's Armchair Critic Brendan Llewellyn wonders whether, against all common consensus, the government should look back to move forward if it wants a nation of financially secure citizens...
Join us on 29 September in London to hear in person how one award-winning IFA used technology to build an advice proposition for the mass market...
Generalist advisers will be put under pressure by cheap automated alternatives as consumers increasingly question the value of advice, online adviser Wealth Horizon has said.
Provider LV= has bought a majority stake in robo-advice operation Wealth Wizards.
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.
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
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