Technical

Advisers say peers are not aware enough of client crypto use

Technical

Advisers say peers are not aware enough of client crypto use

Over 70% believe advisers are not aware enough client crypto use   

clock 16 October 2023 • 2 min read
Defaqto deal to place adviser data hunt at the centre of DFM tech

Technical

Defaqto deal to place adviser data hunt at the centre of DFM tech

Engage and Centra platforms to incorporate new data from deal

clock 31 August 2023 • 1 min read
SimplyBiz debuts regulatory activities tracking tool

Technical

SimplyBiz debuts regulatory activities tracking tool

Offering looks to bring together compliance considerations for advisers

clock 13 March 2023 • 1 min read
CII hit by IT security breach; customer personal data impacted

Technical

CII hit by IT security breach; customer personal data impacted

The institute has now fully investigated the 30 September incident

clock 28 October 2022 • 1 min read
Technology 'way, way behind' in terms of client experience

Your profession

Technology 'way, way behind' in terms of client experience

‘State of technology in the delivery of advice hasn't kept pace’ with other areas

clock 24 October 2022 • 4 min read
PA360 North: Tech cannot replace relationships of trust

Technical

PA360 North: Tech cannot replace relationships of trust

Industry experts debate the pros and cons of a hybrid work world

clock 05 October 2022 • 2 min read

Equity release

Thank you and goodbye from Retirement Planner

Retirement Planner is, itself, retiring on Thursday 15 October 2021.

clock 12 October 2021 • 1 min read

Featured

RP case studies: Getting outside help for a property purchase

A self-employed plumber gets help from an unexpected source to help buy her perfect premises, writes Jessica List

clock 08 June 2021 • 3 min read

Featured

Chris Jones: Somebody else's problem - outsourcing and infrastructure

Chris Jones explores the benefits of outsourcing in his latest RP contribution in which he says with all else being equal, outsourcing is worth it just to make it somebody else’s problem

clock 06 May 2021 • 7 min read

Featured

RP Case Study: Purchasing plots through pension pots

Jessica List runs through a land purchase-focused case study where an adviser helps make a client’s pensions wishes come true

clock 27 April 2021 • 3 min read