Technology

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

Technology

Robo-advice risks having short shelf life, Willis Owen warns

Consumer engagement and investment needed

clock 22 September 2017 • 1 min read

Wrap/platforms

Adviser frustrated by Elevate communication efforts

'Smacks of big business mentality'

clock 18 September 2017 • 2 min read

Technology

White-label platform Fundment bolts on SIPP service

Charges start at 0.35%

clock 18 September 2017 • 1 min read

Wrap/platforms

Hargreaves Lansdown joins ABI as inaugural platform member

First non-insurer platform

clock 08 September 2017 • 1 min read