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Technology

Technology

Robo-advice: Why resistance is futile

Why resistance is futile

clock 17 July 2015 • 5 min read

Technology

Advisers must harness robo-advice and 'make it work for them'

Harness robo-advice and make it work for you, writes Andrew Storey

clock 15 July 2015 •

Technology

The best adviser websites: 25 contenders

The best adviser websites: 25 contenders

clock 15 July 2015 •

Wrap/platforms

Platform pricing report: Average costs cut by 18% vs. pre-RDR

Average investors have seen their platform costs tumble by almost a fifth in the last five years, according to research by the lang cat, but advisers are not favouring the cheaper options.

clock 13 July 2015 •

Adviser tips

New IFA using face aging app to encourage savings habit

A new advisory business is using a popular face aging app to show clients what they will look like in 30 years, after evidence suggested consumers' attitudes to long-term savings shift if they see an older version of themselves.

clock 03 July 2015 •

Technology

Robo-advice can't be avoided but it can be assimilated

Digital advice doesn't have to be a threat if you work out how to harness it

clock 01 July 2015 •

Tools

Intrinsic adviser launches D2C online offering

Intrinsic appointed representative Wealth Help is launching a direct to consumer (D2C) service to facilitate financial planning for the mass market.

clock 01 July 2015 •

Technology

Bold and brilliant adviser websites: Think yours is one of them?

Professional Adviser is on the look-out for bold and brilliant adviser websites. Does yours deserve our attention?

clock 30 June 2015 •

Wrap/platforms

Functionality and cost most important in 'increasingly sticky' platform market

Functionality and cost remain the only real drivers behind advisers wanting to switch platforms in an otherwise increasingly ‘sticky' market, a survey has found.

clock 26 June 2015 •

Wrap/platforms

What price Cofunds? L&G's platform sale under the microscope

Legal & General's decision to invite offers for Cofunds just two years after it bought the platform is fraught with a number of potential pitfalls, according to industry commentators.

clock 24 June 2015 •
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