Technology

Tools

FE launches risk-profiling tool for advisers

Uses FE risk score banding

clock 03 October 2017 • 1 min read

Technology

Matt Rhodes: Don't get caught out by phishing

Staff are a weak spot

clock 02 October 2017 • 4 min read

Wrap/platforms

Elevate delivers first six-month upgrade programme

'Focus on efficiency'

clock 29 September 2017 • 2 min read

Regulation

Stephen Lansdown: Platform review 'unnecessary' but real good may come of it

Study launched in July

clock 29 September 2017 • 4 min read

Wrap/platforms

'Re:Platforming' - Conclusions from our in-depth survey

Impact on advisers and clients

clock 27 September 2017 • 5 min read

Wrap/platforms

FCA held discussions with seven platforms on re-platforming

Regularly speaks with re-platformers

clock 27 September 2017 • 1 min read

Wrap/platforms

Standard Life and Seven IM multiple winners at UK Platform Awards

Nucleus again Platform of the Year

clock 27 September 2017 • 3 min read

Wrap/platforms

FCA rejects call for 'confusing' point of sale disclosure review

'Firms determine how to communicate with consumers'

clock 26 September 2017 • 2 min read

Wrap/platforms

ATS hires ex-FCA senior adviser Ron Baxter as chair

Also worked at PRA

clock 26 September 2017 • 1 min read

Technology

'Robo-adviser' makes it onto Oxford Dictionaries website

'Robo-adviser' (noun)

clock 25 September 2017 • 2 min read