professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

RDR

Wealth Horizon CEO: Robo-advice will push out generalist advisers

Generalist advisers will be put under pressure by cheap automated alternatives as consumers increasingly question the value of advice, online adviser Wealth Horizon has said.

clock 10 August 2015 •

Technology

LV= steps into robo-advice with Wealth Wizards stake

Provider LV= has bought a majority stake in robo-advice operation Wealth Wizards.

clock 03 August 2015 •

Regulation

FCA to hold robo-advice exploration week

The Financial Conduct Authority (FCA) is set to explore how robo-advice could work within the current financial services landscape, as it expands a project encouraging innovation in the sector.

clock 31 July 2015 •

Wrap/platforms

Award for platform charges clarity given to 'nobody'

An award for the direct platform offering the most transparent and plain-English charges, terms and conditions has no recipient for the second year running.

clock 30 July 2015 •

Regulation

IFA creates robo-adviser to serve clients' 'simpler needs'

A small IFA firm has used its love of social media to create an automated financial advice service for those priced out and cut-off from traditional advice.

clock 29 July 2015 •

Wrap/platforms

Calling all advisers! Vote for your favourite platforms

Which platforms and planning tools have stood out for you in the last 12 months? Professional Adviser invites readers to vote for their favourites ahead of the premier event in the platform awards calendar...

clock 27 July 2015 •

Income

Why advisers have to get under the skin of modelling tools

Why advisers have to get under the skin of modelling tools

clock 27 July 2015 •

Income

Aegon launches platform-based drawdown with guarantees

Aegon has launched a ‘third-way' retirement income product on its platform which gives retirees access to drawdown with a guaranteed level of income.

clock 20 July 2015 •

Regulation

Tick box approach to social media compliance 'threatens financial firms'

Financial services firms are failing to properly monitor and record their social media activity leading to increased compliance risks, a study has found.

clock 17 July 2015 •

Technology

Robo-advice: Why resistance is futile

Why resistance is futile

clock 16 July 2015 • 5 min read
133134135
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page