Technology

Existing platform is to be rebranded as ‘Wealthtime Select’ from today

‘Advisers have not been as proactive as they might have been in switching’

'For clients, having their wealth manager acquired can be unnerving'

Advice industry tech provider set to partner with Plannr

Study of advisers measured the performance of 14 categories of service

Consumer Duty is the area most advisers want more support with

Statement says the Aviva-owned firm ‘quickly launched an investigation’

Bristol firm says efficiencies ‘outweigh benefits of being independent’

Chief executives share their views at Dynamic Planner’s annual conference

Service has multi-jurisdictional offerings on its own platform