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Technology

Schroders UK Platform Awards: Platform of the Year 2024 finalists revealed!

Wrap/platforms

Schroders UK Platform Awards: Platform of the Year 2024 finalists revealed!

Winner to be announced on 24 September at the London Hilton Park Lane

clock 08 August 2024 • 1 min read
AI assistant launches for financial advisers and paraplanners

Technology

AI assistant launches for financial advisers and paraplanners

‘Marks a significant advancement in client advice and delivery’

clock 08 August 2024 • 1 min read
Shifting the AI narrative: Collaboration, not challenge in advice

Technology

Shifting the AI narrative: Collaboration, not challenge in advice

AI is not about to replace financial advice from human IFAs

clock 07 August 2024 • 4 min read
Abrdn, Quilter, Vanguard and more reveal Crowdstrike outage impact

Software

Abrdn, Quilter, Vanguard and more reveal Crowdstrike outage impact

Global IT issues left some businesses scrambling to get services online

clock 22 July 2024 • 2 min read
AJ Bell's platform AUA reaches £83.7bn as customer numbers rise

Wrap/platforms

AJ Bell's platform AUA reaches £83.7bn as customer numbers rise

Number of platform customers and advised customers rise for AJ Bell

clock 18 July 2024 • 1 min read
Breaking the chain: Assessing and adding value as a distributor

Wrap/platforms

Breaking the chain: Assessing and adding value as a distributor

Advisers support us in trying to improve customer outcomes

clock 17 July 2024 • 3 min read
Rosemount links with 7IM giving ARs access to investment platform

Wrap/platforms

Rosemount links with 7IM giving ARs access to investment platform

Financial planning network in strategic partnership with 7IM

clock 15 July 2024 • 1 min read
Adviser platforms and significant change events in the space

Wrap/platforms

Adviser platforms and significant change events in the space

Six monthly due diligence should be the goal

clock 09 July 2024 • 5 min read
Half of all financial advice to be led by artificial intelligence

Your profession

Half of all financial advice to be led by artificial intelligence

‘It is naive to think the human adviser will save the advice profession’

clock 05 July 2024 • 3 min read
Wealthtime earnings up despite 'wider market challenges'

Wrap/platforms

Wealthtime earnings up despite 'wider market challenges'

Insurance to cover £10.5m compensation provision

clock 04 July 2024 • 1 min read
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