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Technology

Legacy Voyant Adviser will close by end of 2022

Technology

Legacy Voyant Adviser will close by end of 2022

Transition to AdviserGo

clock 25 May 2022 • 1 min read
How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

Your profession

How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

'Deliver regulated advice via technology'

clock 20 May 2022 • 3 min read
Parmenion AUM up 17% in 2021 to £9.6bn

Wrap/platforms

Parmenion AUM up 17% in 2021 to £9.6bn

‘A year of record results’

clock 18 May 2022 • 2 min read
Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

Your profession

Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

‘Make your money matter'

clock 16 May 2022 • 3 min read
FCA review takes aim at hidden activity-based charges on D2C platforms

Regulation

FCA review takes aim at hidden activity-based charges on D2C platforms

Platforms for non-advised savers

clock 04 May 2022 • 2 min read
Advisers ramp up tech spending to boost efficiency - FE fundinfo

Technology

Advisers ramp up tech spending to boost efficiency - FE fundinfo

‘70% of advisers’ tech budgets increased'

clock 28 April 2022 • 3 min read
7IM updates platform to streamline portfolio management

Wrap/platforms

7IM updates platform to streamline portfolio management

‘Listening to what advisers need’

clock 28 April 2022 • 2 min read
Heather Hopkins: Forget tech evolution, it's time to reimagine adviser tech

Technology

Heather Hopkins: Forget tech evolution, it's time to reimagine adviser tech

Working Lunch series

clock 26 April 2022 • 2 min read
Andrew Martin: The data economy conundrum

Technology

Andrew Martin: The data economy conundrum

Brave New World

clock 21 April 2022 • 5 min read
AJ Bell platform customer numbers up despite 'uncertain market backdrop'

Wrap/platforms

AJ Bell platform customer numbers up despite 'uncertain market backdrop'

AUM almost £67bn

clock 21 April 2022 • 3 min read
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