Technology

Transact parent company IHP reports ‘resilient’ flows for Q4

Designed to make advisers' processes more efficient

More than 100 advisers have already adopted the new co-branding 

Advisers address questions surrounding the role of technology in planning

Revenue up by 25.7% from last year to £36m

Oversight of firm’s compliance, training and business operations

Client vulnerability assessment is a key part of compliance process

Fintel urges advisers to look at new areas of growth as ‘world is changing’

Comes ahead of the closure of Advance by Embark Platform

Adviser platform upgrade allows advisers to use real-time data