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Technology

Platform due diligence: The good, the bad and the lazy

Wrap/platforms

Platform due diligence: The good, the bad and the lazy

Where are the areas where we need to give due diligence a good hard stare?

clock 14 December 2023 • 4 min read
Rise of the machines: Fifth of advisers fear AI will displace them

Technology

Rise of the machines: Fifth of advisers fear AI will displace them

Third of advisers feel AI will transform their profession

clock 12 December 2023 • 1 min read
AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar

Wrap/platforms

AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar

Added more than 50,000 platform customers

clock 07 December 2023 • 3 min read
Three things that make platforms stand out to advisers

Wrap/platforms

Three things that make platforms stand out to advisers

Continuous innovation in platforms is essential

clock 05 December 2023 • 4 min read
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
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