Technology

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.

Novia's profits rose sharply last year after the group received a boost from the sale of its Novia Investment Services arm to Aegon.

A disgruntled IFA has vowed to shun Fidelity's Fundsnetwork platform after a client's re-registration got cancelled for the third time.

How to survive and thrive in the customer service era

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....