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Technology

Intelliflo launches all-in-one single system platform capability 

Wrap/platforms

Intelliflo launches all-in-one single system platform capability 

‘Wealthlink’ has been launched in collaboration with SS&C Technologies

clock 06 June 2023 • 3 min read
The KISS principle: Keep it simple, stochastically

Technology

The KISS principle: Keep it simple, stochastically

'Stochastic modelling is a particularly powerful tool'

clock 31 May 2023 • 5 min read
Why cashflow modelling is integral to the advice process

Technology

Why cashflow modelling is integral to the advice process

Brings significant value to clients, advisers and regulatory obligations

clock 26 May 2023 • 3 min read
Quilter cuts platform costs and announces tiered adviser charging

Wrap/platforms

Quilter cuts platform costs and announces tiered adviser charging

Changes take effect from June for new clients and Q3 for existing customers

clock 25 May 2023 • 3 min read
Advised net platform sales up 19% in Q1 but down 49% year-on-year

Wrap/platforms

Advised net platform sales up 19% in Q1 but down 49% year-on-year

Are the stats indicative of green shoots of recovery or false dawn?

clock 24 May 2023 • 2 min read
Why AI will never replace adviser/client relationships

Technology

Why AI will never replace adviser/client relationships

Do we need emotional intelligence if we have artificial intelligence?

clock 23 May 2023 • 4 min read
Abrdn reveals platform overhaul to better serve advisers

Wrap/platforms

Abrdn reveals platform overhaul to better serve advisers

AdviserOS to take ‘less is more’ approach and prioritise service

clock 23 May 2023 • 2 min read
PA Retreat: 'Ridiculous' for small firms to think they can run a platform

Wrap/platforms

PA Retreat: 'Ridiculous' for small firms to think they can run a platform

Debating the pros and cons of white labelling and building platforms

clock 18 May 2023 • 2 min read
The adviser as platform debate: Look at the bigger picture

Wrap/platforms

The adviser as platform debate: Look at the bigger picture

The well-trodden debate over the pros and cons rages on

clock 17 May 2023 • 4 min read
Ferguson: Why should 'shonky' fund managers rule platforms?

Wrap/platforms

Ferguson: Why should 'shonky' fund managers rule platforms?

‘Adviser as platform is a perfectly legitimate model’

clock 16 May 2023 • 5 min read
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