Technology

Risk profiling software provider FinaMetrica has launched a shorter version of its risk tolerance test for advised clients with ‘single goal' investment needs or smaller amounts to invest.

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The (real) secret to picking platforms

The vast majority of advisers want to see uniformity in the terms used for fund share classes, and are prepared to pay more in return, research suggests.

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Halfway there: Adviser risk during the ‘laborious’ asset migration process

Advisers are asking more and deeper questions when probing what Zurich's platform has to offer, the insurer's head of retail platform strategy Alistair Wilson (pictured) has said.

The hideous truth

Old Mutual Wealth is removing the annual pension drawdown fee and scrapping the current minimum charge on its platform in order to simplify its charging structure.

Cofunds is planning to review the language of a client letter after an adviser criticised its 'provider speak'.