Professional Adviser www.professionaladviser.com 'Enormous potential' for wealth managers offering crypto services <img alt="&#39;Enormous potential&#39; for wealth managers offering crypto services" src="https://www.professionaladviser.com/api/v1/wps/6970dfc/18bca49e-9d51-45d5-95c8-9dcf5cc66ce5/2/iStock-1394911008-185x114.jpg" /> <p><!--summary start--> Almost all (86%) UK investors would put money into crypto assets if their traditional finance provider offered an opportunity, Avaloq says. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/6970dfc/18bca49e-9d51-45d5-95c8-9dcf5cc66ce5/2/iStock-1394911008-185x114.jpg https://www.professionaladviser.com/news/4133764/enormous-potential-wealth-managers-offering-crypto-services https://www.professionaladviser.com/news/4133764/enormous-potential-wealth-managers-offering-crypto-services https://www.professionaladviser.com/news/4133764/enormous-potential-wealth-managers-offering-crypto-services Thu, 12 Oct 2023 11:18:41 +0000 Wealthtime platform officially rebranded under Novia project  <img alt="Wealthtime platform officially rebranded under Novia project " src="https://www.professionaladviser.com/api/v1/wps/34df9d5/f5b6e8c4-607e-49c7-af00-ca262a50c904/2/iStock-1397019936-roi-1-185x114.jpg" /> <p><!--summary start--> Private-equity backed platform Novia has today (26 July) announced the rebrand of the Wealthtime platform to ‘Wealthtime Select’. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/34df9d5/f5b6e8c4-607e-49c7-af00-ca262a50c904/2/iStock-1397019936-roi-1-185x114.jpg https://www.professionaladviser.com/news/4120901/wealthtime-platform-officially-rebranded-novia-project https://www.professionaladviser.com/news/4120901/wealthtime-platform-officially-rebranded-novia-project https://www.professionaladviser.com/news/4120901/wealthtime-platform-officially-rebranded-novia-project Wed, 26 Jul 2023 08:53:06 +0000 Service standards aren't good enough. Providers do not have an excuse <img alt="Service standards aren&#39;t good enough. Providers do not have an excuse" src="https://www.professionaladviser.com/api/v1/wps/3657ad7/a62261c2-eacd-4b4b-8ace-9fc11e07fd6f/3/iStock-679288218-185x114.jpg" /> <p><!--summary start--> For some, the pandemic is a memory that will never fade, writes Justin Cash. For others, it is already a flicker in the rear-view mirror… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3657ad7/a62261c2-eacd-4b4b-8ace-9fc11e07fd6f/3/iStock-679288218-185x114.jpg https://www.professionaladviser.com/feature/4120327/service-standards-arent-providers-excuse https://www.professionaladviser.com/feature/4120327/service-standards-arent-providers-excuse https://www.professionaladviser.com/feature/4120327/service-standards-arent-providers-excuse Tue, 18 Jul 2023 06:53:05 +0000 Markets to cause 1-in-6 asset managers to disappear by 2027 <img alt="Markets to cause 1-in-6 asset managers to disappear by 2027" src="https://www.professionaladviser.com/api/v1/wps/e85fa85/7b09d67e-348e-422d-ae69-565b374440bf/2/iStock-949211240-185x114.jpg" /> <p><!--summary start--> One in six (16%) asset management firms are predicted to 'disappear' over the next four years as the industry faces a wave of consolidation, according to PwC. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e85fa85/7b09d67e-348e-422d-ae69-565b374440bf/2/iStock-949211240-185x114.jpg https://www.professionaladviser.com/news/4119778/markets-cause-asset-managers-disappear-2027 https://www.professionaladviser.com/news/4119778/markets-cause-asset-managers-disappear-2027 https://www.professionaladviser.com/news/4119778/markets-cause-asset-managers-disappear-2027 Mon, 10 Jul 2023 11:38:51 +0000 Defaqto building a two-way integration with new fintech challenger <img alt="Defaqto building a two-way integration with new fintech challenger" src="https://www.professionaladviser.com/api/v1/wps/780ea94/9b1aecf0-687b-478f-8c49-e89cd1b87fab/7/iStock-1181043348-roi-2-185x114.jpg" /> <p><!--summary start--> Defaqto is building a full two-way integration with fintech challenger firm Plannr that will see the ‘Engage’ software tool integrated into the latter’s customer relationship management (CRM) system. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/780ea94/9b1aecf0-687b-478f-8c49-e89cd1b87fab/7/iStock-1181043348-roi-2-185x114.jpg https://www.professionaladviser.com/news/4117728/defaqto-building-integration-fintech-challenger https://www.professionaladviser.com/news/4117728/defaqto-building-integration-fintech-challenger https://www.professionaladviser.com/news/4117728/defaqto-building-integration-fintech-challenger Mon, 12 Jun 2023 11:37:50 +0000 Defaqto adviser survey reveals best performing and most popular DFMs <img alt="Defaqto adviser survey reveals best performing and most popular DFMs" src="https://www.professionaladviser.com/api/v1/wps/b3af286/71ad3c69-4fbe-4fd4-84b7-1db6d6154353/9/iStock-1368055220-roi-1-185x114.jpg" /> <p><!--summary start--> The discretionary fund management (DFM) landscape continues to be dominated by a select number of major players despite the increase in the popularity and service provision of some smaller operators, Defaqto has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b3af286/71ad3c69-4fbe-4fd4-84b7-1db6d6154353/9/iStock-1368055220-roi-1-185x114.jpg https://www.professionaladviser.com/news/4077133/defaqto-adviser-survey-reveals-best-performing-most-popular-dfms https://www.professionaladviser.com/news/4077133/defaqto-adviser-survey-reveals-best-performing-most-popular-dfms https://www.professionaladviser.com/news/4077133/defaqto-adviser-survey-reveals-best-performing-most-popular-dfms Tue, 7 Mar 2023 15:24:30 +0000 Advisers open door to asset managers to help with Consumer Duty <img alt="Advisers open door to asset managers to help with Consumer Duty" src="https://www.professionaladviser.com/api/v1/wps/bd622cc/f5c42cda-7432-47e2-a7e4-a4bd7223150a/1/iStock-815594930-185x114.jpg" /> <p><!--summary start--> Consumer Duty has been found to be the area in which advisers would most like to see more support from asset managers, Royal London Asset Management (RLAM) says. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/bd622cc/f5c42cda-7432-47e2-a7e4-a4bd7223150a/1/iStock-815594930-185x114.jpg https://www.professionaladviser.com/news/4076380/advisers-open-door-asset-managers-help-consumer-duty https://www.professionaladviser.com/news/4076380/advisers-open-door-asset-managers-help-consumer-duty https://www.professionaladviser.com/news/4076380/advisers-open-door-asset-managers-help-consumer-duty Tue, 21 Feb 2023 10:47:51 +0000 Client data at risk after Succession Wealth suffers cyber attack <img alt="Client data at risk after Succession Wealth suffers cyber attack" src="https://www.professionaladviser.com/api/v1/wps/a19d014/52bf49a1-5c22-4bee-b001-e0614eb055ae/4/iStock-1432207850-roi-1-185x114.jpg" /> <p><!--summary start--> Succession Wealth has today (15 February) confirmed it has fallen victim to a cyber-attack. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a19d014/52bf49a1-5c22-4bee-b001-e0614eb055ae/4/iStock-1432207850-roi-1-185x114.jpg https://www.professionaladviser.com/news/4074483/client-risk-succession-wealth-suffers-cyber-attack https://www.professionaladviser.com/news/4074483/client-risk-succession-wealth-suffers-cyber-attack https://www.professionaladviser.com/news/4074483/client-risk-succession-wealth-suffers-cyber-attack Wed, 15 Feb 2023 10:05:51 +0000 Restricted firm says model 'reduces friction' in advice giving process <img alt="Restricted firm says model &#39;reduces friction&#39; in advice giving process" src="https://www.professionaladviser.com/api/v1/wps/eb18ab3/314fd424-43a2-4bbb-be98-510fc97dd342/3/iStock-1215768192-185x114.jpg" /> <p><!--summary start--> Bringing all services in-house and eliminating third party outsiders “reduces friction” in the advice process, a Bristol-based adviser has said. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/eb18ab3/314fd424-43a2-4bbb-be98-510fc97dd342/3/iStock-1215768192-185x114.jpg https://www.professionaladviser.com/news/4074297/restricted-firm-model-‘reduces-friction-advice-giving-process https://www.professionaladviser.com/news/4074297/restricted-firm-model-‘reduces-friction-advice-giving-process https://www.professionaladviser.com/news/4074297/restricted-firm-model-‘reduces-friction-advice-giving-process Mon, 13 Feb 2023 07:30:13 +0000 Advice CEOs say best use of technology still leaves room for advisers <img alt="Advice CEOs say best use of technology still leaves room for advisers " src="https://www.professionaladviser.com/api/v1/wps/04904ce/b1ac351c-ef5c-4de0-8eb4-40275d73eb43/5/iStock-1132089008-roi-2-185x114.jpg" /> <p><!--summary start--> The technology revolution desperately needed to bring more clients and advisers into the industry will still leave room for traditional face-to-face advice, industry chief executives (CEO) agree. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/04904ce/b1ac351c-ef5c-4de0-8eb4-40275d73eb43/5/iStock-1132089008-roi-2-185x114.jpg https://www.professionaladviser.com/news/4074114/dynamic-planner-conference-2023 https://www.professionaladviser.com/news/4074114/dynamic-planner-conference-2023 https://www.professionaladviser.com/news/4074114/dynamic-planner-conference-2023 Wed, 8 Feb 2023 07:57:08 +0000 DFM launched by Eden Park, Charles Stanley and SS&C Hubwise <img alt="DFM launched by Eden Park, Charles Stanley and SS&amp;C Hubwise" src="https://www.professionaladviser.com/api/v1/wps/4a39012/aa2a0fc8-a0a3-4dbd-b337-34309a0b6606/1/iStock-1181384448-185x114.jpg" /> <p><!--summary start--> Eden Park Investment Management (EPIM) has launched a discretionary fund management (DFM) service with Charles Stanley and SS&C Hubwise. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4a39012/aa2a0fc8-a0a3-4dbd-b337-34309a0b6606/1/iStock-1181384448-185x114.jpg https://www.professionaladviser.com/news/4073951/dfm-launched-eden-park-charles-stanley-ss-hubwise https://www.professionaladviser.com/news/4073951/dfm-launched-eden-park-charles-stanley-ss-hubwise https://www.professionaladviser.com/news/4073951/dfm-launched-eden-park-charles-stanley-ss-hubwise Mon, 6 Feb 2023 08:21:47 +0000 Demystifying the tech stack: Microservices and their rise in advice <img alt="Demystifying the tech stack: Microservices and their rise in advice" src="https://www.professionaladviser.com/api/v1/wps/1afa953/614859a0-2338-499f-a79b-027bf791e6fb/2/iStock-1398516315-185x114.jpg" /> <p><!--summary start--> Professional Adviser speaks with FinoComps’s Tim Williams about the rise and role of microservices in the advice world. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1afa953/614859a0-2338-499f-a79b-027bf791e6fb/2/iStock-1398516315-185x114.jpg https://www.professionaladviser.com/news/4062678/demystifying-tech-stack-microservices-rise-advice https://www.professionaladviser.com/news/4062678/demystifying-tech-stack-microservices-rise-advice https://www.professionaladviser.com/news/4062678/demystifying-tech-stack-microservices-rise-advice Fri, 13 Jan 2023 12:16:55 +0000 Less than a quarter of advisers back to mostly face-to-face work model <img alt="Less than a quarter of advisers back to mostly face-to-face work model" src="https://www.professionaladviser.com/api/v1/wps/cbbf5fc/2775fc16-569e-47af-865f-e989e376e24a/2/iStock-518141012-185x114.jpg" /> <p><!--summary start--> Just 23% of advisers have returned to a majority face-to-face model of working, new research from Dynamic Planner shows. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/cbbf5fc/2775fc16-569e-47af-865f-e989e376e24a/2/iStock-518141012-185x114.jpg https://www.professionaladviser.com/news/4061598/quarter-advisers-model https://www.professionaladviser.com/news/4061598/quarter-advisers-model https://www.professionaladviser.com/news/4061598/quarter-advisers-model Wed, 14 Dec 2022 12:00:17 +0000 Employee benefits consultant launches first employee robo-guidance <p><!--summary start--> Employee benefits consultant Portus has launched a robo-guidance service for employees by adding a video virtual assistant to its existing online self-help system 'moneygym'. <!--summary end--></p> https://www.professionaladviser.com/news/3004193/employee-benefits-consultant-launches-robo-employees https://www.professionaladviser.com/news/3004193/employee-benefits-consultant-launches-robo-employees Wed, 8 Feb 2017 11:21:00 +0000 Mark Polson: Go on, say 'join the conversation' one more time... <p><!--summary start--> Otherwise reasonable man Mark Polson is going to stamp on the foot of the next person who says 'engagement' when they mean something else entirely... <!--summary end--></p> https://www.professionaladviser.com/opinion/2352993/mark-polson-join-conversation https://www.professionaladviser.com/opinion/2352993/mark-polson-join-conversation Tue, 1 Jul 2014 12:30:00 +0000 Staffcare launches corporate benefits platform for IFAs <p><!--summary start--> Technology provider Staffcare is to launch auto-enrolment software designed to help advisers move into corporate benefits business in May. <!--summary end--></p> https://www.professionaladviser.com/news/2166097/staffcare-launches-corporate-benefits-platform-ifas https://www.professionaladviser.com/news/2166097/staffcare-launches-corporate-benefits-platform-ifas Wed, 4 Apr 2012 14:55:00 +0000 Tech: Why the Australian market is leading the way <p><!--summary start--> Sesame Bankhall Group's head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK. <!--summary end--></p> https://www.professionaladviser.com/feature/2164396/tech-australian-market-leading https://www.professionaladviser.com/feature/2164396/tech-australian-market-leading Wed, 28 Mar 2012 14:30:00 +0000 Online business set to grow - Canada Life <p><!--summary start--> Canada Life has revealed that almost half of its small scheme new business is being done online. <!--summary end--></p> https://www.professionaladviser.com/news/2142507/online-business-set-grow-canada-life https://www.professionaladviser.com/news/2142507/online-business-set-grow-canada-life Tue, 31 Jan 2012 10:41:15 +0000