Pensions freedom sounds like a boon for financial planners but giving advice has never been more risky, writes Brett Williams
Stochastic models are highly useful but shrouded in mystery. Something that has to change, writes Bruce Moss
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Intelliflo has added FE Analytics to its Intelligent Office business management system.
Distribution Technology (DT), a provider of risk profiling tools to hundreds of adviser firms, has introduced high yield bonds to eight of its ten risk models for the first time.
Maximising retirees’ tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich’s Alistair Wilson has said.
Ascentric managing director Hugo Thorman is to leave the firm this summer following Royal London's buyout of the platform's minority shareholding in the business.
With 2015 having started with the now traditional ‘bang' across the skies of the UK, Mark Loosmore takes a look at how the use of technology is helping deliver eye-catching results for clients.
As debate around the pricing of preferential funds on a number of platforms continues, Terry Huddart delves into the findings of a recent study into the hot topic...
Listed advice firm Lighthouse Group has teamed with a discretionary investment manager to create a 'cost-effective' focused investment advice service to be delivered online.
Advisers could lose thousands of pounds in probate fees as platform funds are being converted to clean share classes, which don’t support ongoing trail payments upon client death.
An adviser trade association is calling on the regulator to ensure its final guidance on using social media channels is clear after a poll of members suggested more than a third were unaware the watchdog was looking into the issue.
TISA Exchange, the ‘contract club’ launched almost two years ago to facilitate the electronic transfer of assets between platforms, has reported on its "incredible" progress, pointing out transfers that previously took up to three months have on occasion completed within two minutes.
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