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Technology

Evolution in motion: The changing face of practice management systems

Technology

Evolution in motion: The changing face of practice management systems

'The beating heart of adviser tech ecosystems'

clock 04 December 2023 • 5 min read
Is it time for a whole of life financial planning app?

Technology

Is it time for a whole of life financial planning app?

Engaging younger saves through apps is a work in progress

clock 30 November 2023 • 7 min read
FCA speaks on how it is considering AI to improve its processes

Technology

FCA speaks on how it is considering AI to improve its processes

The regulator is looking to find opportunities from new technology

clock 27 November 2023 • 1 min read
Seccl and Moneyinfo develop new client onboarding integration

Wrap/platforms

Seccl and Moneyinfo develop new client onboarding integration

To provide advisers with ‘market-leading level’ onboarding efficiency

clock 24 November 2023 • 2 min read
Nearly all advisers say poor platform service impacts their daily work

Wrap/platforms

Nearly all advisers say poor platform service impacts their daily work

Some 88% of advisers have apologised to clients on behalf of a platform

clock 23 November 2023 • 3 min read
Quilter Cheviot MPS launches two strategies on external platforms

Wrap/platforms

Quilter Cheviot MPS launches two strategies on external platforms

The investment manager launches Cautious and Defensive portfolios on adviser platforms

clock 22 November 2023 • 1 min read
Novia transforms into 'Wealthtime' in group-wide rebrand

Wrap/platforms

Novia transforms into 'Wealthtime' in group-wide rebrand

Both Novia and Wealthtime are now under one single group brand

clock 20 November 2023 • 1 min read
ESG criteria declines in importance for MPS providers

Wrap/platforms

ESG criteria declines in importance for MPS providers

ESG availability and suitability drop as key features of a ‘good MPS provider’

clock 17 November 2023 • 1 min read
Advisers urged to use social media to 'confront real issues'

Technology

Advisers urged to use social media to 'confront real issues'

Advisers can also use social media as ‘positive force for their brand’

clock 10 November 2023 • 2 min read
Hybrid advice tech firm Ammonite secures £250,000 backing

Technology

Hybrid advice tech firm Ammonite secures £250,000 backing

Industrial Thought funds quarter of a million investment in Ammonite

clock 09 November 2023 • 1 min read
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