Technology
Prestwood launches pensions planning tool for advisers
For advisers in client meetings
Adrian Boulding: Why IFAs should embrace robo-advice
Building trust with the next generation of investors
HNW clients predict AI will replace 45% of portfolio management roles
Over next five years
Jason Green: The tech shift in pensions advice
Streamline working practices
Roland Rawicz-Szczerbo: It's about time …
Fours steps to better time management
Aegon sends Cofunds re-platforming apology to clients
Promises action
Defaqto overhauls Engage software
More than 7,000 users
Platforms' 'effective revenue' shrinking alongside costs
'Average operating cost 42bps'
Kevin Okell: Smarter than we look
AI still has major limitations
Origo successfully trials pensions dashboard for 15 million users
DWP paper expected soon
Intelliflo: 'Direct competitors should be concerned'
'More firepower'
Ascentric loses second senior figure towards end of re-platforming
Sarah Lyons joins Parmenion
Adviser has 'lost clients' over Cofunds re-platforming issues
'The whole system is actually unmanageable'
Intelliflo reassures users purchase by Invesco is 'good news'
Poll offered signs of adviser concern
Intelliflo bought by Invesco
Previously owned by European private equity investor
Simon Binney: The AI and robo-advice questions you should be asking
'Art of the possible'
'Inevitable' consolidator AFH will absorb platform costs
'Only question is the timescale'
CashCalc teams up with Rory Percival on TVC tool launch
Ahead of new regulation
Cofunds users still struggling after Aegon re-platforming
Issues with transactions, income and fees
FundsNetwork: Global funds top seller as advisers look to diversify
US equity funds also perform well
Peter Schwabach: Has blockchain finally come of age?
Shared record
Mark Loosmore: Making the complex simple
‘Logical and intuitive’ technology
Five platform due diligence observations - the lang cat
Introduces 'The Long Dog'
Moneyhub latest Intelliflo link-up for adviser software
Follows open banking
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