Technology

Defaqto adviser survey reveals best performing and most popular DFMs

Technology

Defaqto adviser survey reveals best performing and most popular DFMs

Study of advisers measured the performance of 14 categories of service

clock 07 March 2023 • 2 min read
Advisers open door to asset managers to help with Consumer Duty

Technology

Advisers open door to asset managers to help with Consumer Duty

Consumer Duty is the area most advisers want more support with

clock 21 February 2023 • 1 min read
Client data at risk after Succession Wealth suffers cyber attack

Your Business

Client data at risk after Succession Wealth suffers cyber attack

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

clock 15 February 2023 • 1 min read
Restricted firm says model 'reduces friction' in advice giving process

Technology

Restricted firm says model 'reduces friction' in advice giving process

Bristol firm says efficiencies ‘outweigh benefits of being independent’

clock 13 February 2023 • 2 min read
Advice CEOs say best use of technology still leaves room for advisers

Technology

Advice CEOs say best use of technology still leaves room for advisers

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

clock 08 February 2023 • 3 min read
DFM launched by Eden Park, Charles Stanley and SS&C Hubwise

Technology

DFM launched by Eden Park, Charles Stanley and SS&C Hubwise

Service has multi-jurisdictional offerings on its own platform

clock 06 February 2023 • 1 min read
Demystifying the tech stack: Microservices and their rise in advice

Technology

Demystifying the tech stack: Microservices and their rise in advice

FinoComp’s Tim Williams talks on transforming financial services

clock 13 January 2023 • 4 min read
Less than a quarter of advisers back to mostly face-to-face work model

Technology

Less than a quarter of advisers back to mostly face-to-face work model

New research follows on from two years of pandemic work patterns

clock 14 December 2022 • 1 min read

Retirement

Employee benefits consultant launches first employee robo-guidance

Estimates 80% will use tool for advice

clock 08 February 2017 • 1 min read

Technology

Mark Polson: Go on, say 'join the conversation' one more time...

"Go on, say 'join the conversation' one more time..."

clock 01 July 2014 • 3 min read
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Consumer Duty: Five issues advisers must consider before 31 July

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SJP's succession: Five priorities for the next chief executive

02 June 2023 • 3 min read
03

Quirk in the rules: The tale of an ISA loophole for lucky kids

01 June 2023 • 3 min read
04

A day in the life of an adviser: Chester-based Frederika Clay

02 June 2023 • 5 min read
05

Be careful what you wish for: LTA abolition concerns

02 June 2023 • 4 min read