Technology

"Go on, say 'join the conversation' one more time..."

The power of social media: Turning your followers into clients

It takes two: Dancing the adviser/client technology tango

Firms providing comparison websites for annuities should include details of the types of guarantees available and identify providers if they operate a restricted panel, after the Financial Conduct Authority (FCA) updated its guidance for firms.

Axa Wealth's Corporate Investment Services business is increasing the investment universe for employee benefits consultants by adding exchange traded funds (ETFs) to its bespoke Investment Only offering.

The service that might just turn the simplified advice tide

Wealth manager Charles Stanley has reported a 33% drop in profit before tax following a year of "significant" cost which has seen it spend millions on acquisitions.

Into the sunset: Five preparations for the big switch-off

D2C platform Charles Stanley Direct has launched a new loyalty programme for clients with a series of additional fee cuts, alongside a customer charter which promises users a "fairer deal".

AXA Wealth has agreed preferential, non-rebated share classes on 153 funds from seven fund groups.