Technology

Wrap/platforms

'Re:Platforming' - How will platforms bring advisers and clients up to speed?

Our series continues

clock 15 August 2017 • 3 min read

Technology

Adviser-created AI investor surpasses £1bn AUM

Hopes to expand client base

clock 15 August 2017 • 2 min read

Wrap/platforms

Aegon and Standard Life top Q2 platform net sales charts

Fundscape report

clock 14 August 2017 • 2 min read

Wrap/platforms

'Re:Platforming' - Why client migration is the 'live ammunition' stage

'No way to be 100% sure'

clock 10 August 2017 • 4 min read

Technology

Paul Pettitt: How integration can be a key IT differentiator

Need for data standards

clock 10 August 2017 • 4 min read

Wrap/platforms

'Re:Platforming' - How will each platform's functionality change?

Our series continues

clock 08 August 2017 • 4 min read

Technology

FinaMetrica merges with Canadian financial planning software provider

FinaMetrica co-founder Davey exits

clock 07 August 2017 • 1 min read

Wrap/platforms

'Re:Platforming' - Average delays hit 15 months…and counting

Article six in our platform series

clock 03 August 2017 • 3 min read

Wrap/platforms

'Re:Platforming' - How are platform fees changing?

Series continues with article five

clock 02 August 2017 • 4 min read

Wrap/platforms

Terry Huddart: Room for a small one?

Hubwise platform reviewed

clock 31 July 2017 • 6 min read