Cash-flow modelling firm Prestwood Software is planning to make a number of enhancements to its cloud-based adviser solution, which launched earlier this year.
Financial Conduct Authority (FCA) chief executive Martin Wheatley has once again thrown his weight behind the idea of computerised advice, as he predicted a financial services future shaped by software developers, computer programmers and economists....
Neil Woodford has been handed a mandate on Skandia's WealthSelect range, likely in the region of hundreds of millions of pounds, with the platform also getting access to the manager's 65bps share class.
D2C Platforms attempting to undercut Hargreaves Lansdown via lower fees have not made "significant enough" reductions to lure clients away, analysts at Barclays have said.
Fight! Why advisers need to defend themselves in the market share battle
Is advisers’ love affair with it masking its shortcomings?
Advisers are being invited to vote in four categories at the upcoming Aberdeen UK Platform Awards - the Oscars of the platforms world (as its organiser, Clive Waller, describes it).
Adviser support group Aim Two Three is launching a discretionary fund manager (DFM) comparison tool.
Consultant Phil Billingham doesn't know why the 'myths' about cashflow modelling persist, but they do...
Standard Life has enhanced its wrap platform with the launch of a specialist investment hub aimed at users with discretionary permissions, as it taps into the growing number of adviser firms changing their business models.