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Technology

Future-proofing financial advice through cashflow modelling

Technology

Future-proofing financial advice through cashflow modelling

The benefits of cashflow modelling technology explored

clock 13 February 2023 • 4 min read
Dynamic Planner CEO: Tech has underpinned advice transformation

Technology

Dynamic Planner CEO: Tech has underpinned advice transformation

Industry in the foothills of something ‘really quite special’

clock 07 February 2023 • 2 min read
Q4 rounds off 'tough year' for platform as inflows disappoint

Wrap/platforms

Q4 rounds off 'tough year' for platform as inflows disappoint

Worst quarter since Lang Cat’s records started in 2016

clock 01 February 2023 • 2 min read
Moneyfarm launches 'platform as a service' for M&G

Wrap/platforms

Moneyfarm launches 'platform as a service' for M&G

&me platform for 'next generation of clients'

clock 31 January 2023 • 2 min read
Tech innovation could see client costs could fall by 'third in five years'

Technology

Tech innovation could see client costs could fall by 'third in five years'

‘Opportunity to transform cost of advice business’

clock 27 January 2023 • 4 min read
Consumer Duty: Data strategy is 'key' for financial advisers

Consumer Duty

Consumer Duty: Data strategy is 'key' for financial advisers

Move towards outcome-based planning will emerge

clock 26 January 2023 • 3 min read
UK platform market 'walking into oblivion' without tech innovation

Technology

UK platform market 'walking into oblivion' without tech innovation

Delegates heard platforms are ‘overpriced for what they deliver’

clock 26 January 2023 • 3 min read
Advisory platform evolution: Going in-house for greater control

Wrap/platforms

Advisory platform evolution: Going in-house for greater control

The promise of tech has not been fulfilled in retail investment

clock 25 January 2023 • 3 min read
Platforms eye pension opportunities once dashboard goes live

Wrap/platforms

Platforms eye pension opportunities once dashboard goes live

Call to starting to thinking 'beyond implementation’

clock 24 January 2023 • 2 min read
AJ Bell platform AUA down 3% amid 'challenging backdrop'

Wrap/platforms

AJ Bell platform AUA down 3% amid 'challenging backdrop'

Trading update for three months ended 31 December 2022

clock 19 January 2023 • 1 min read
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