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Technology

Advisers need 'bigger toolbox' amid changing attitudes towards tech

Technology

Advisers need 'bigger toolbox' amid changing attitudes towards tech

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

clock 19 September 2023 • 2 min read
Dynamic Planner now includes Scottish Widows Platform 

Wrap/platforms

Dynamic Planner now includes Scottish Widows Platform 

Comes ahead of the closure of Advance by Embark Platform

clock 19 September 2023 • 1 min read
Scottish Widows speeds up client experience with platform upgrade

Wrap/platforms

Scottish Widows speeds up client experience with platform upgrade

Adviser platform upgrade allows advisers to use real-time data

clock 14 September 2023 • 1 min read
Competition watchdog clears £242m Curtis Banks/Nucleus deal

Companies

Competition watchdog clears £242m Curtis Banks/Nucleus deal

Latest update from business released on 7 September

clock 07 September 2023 • 2 min read
IFAs must embrace technology to focus on the value of advice

Technology

IFAs must embrace technology to focus on the value of advice

Tech playing 'increasingly important role' in financial advice process

clock 06 September 2023 • 3 min read
Paraplanners demand technology upgrades and 'better integration'

Technology

Paraplanners demand technology upgrades and 'better integration'

Majority believe the technology they use could be upgraded

clock 05 September 2023 • 2 min read
How advisers can use higher interest rates to offset platform charges

Wrap/platforms

How advisers can use higher interest rates to offset platform charges

Reducing 'fee drag' on client's portfolio performance

clock 18 August 2023 • 3 min read
Aviva platform net flow 51% drop 'in line' with competitors

Wrap/platforms

Aviva platform net flow 51% drop 'in line' with competitors

Whole retail market ‘continues to be challenged’ by economic conditions

clock 16 August 2023 • 2 min read
Aviva sees half-year platform net flows reduce 51% to £1.2bn

Wrap/platforms

Aviva sees half-year platform net flows reduce 51% to £1.2bn

‘Subdued investment activity across the market’

clock 16 August 2023 • 2 min read
Advisers call for tech investment to improve ESG understanding

Technology

Advisers call for tech investment to improve ESG understanding

Nearly all advisers say they are ‘increasing focus’ on ESG

clock 01 August 2023 • 1 min read
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