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Technology

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
The AI puzzle: Balancing threat and potential across financial services

Technology

The AI puzzle: Balancing threat and potential across financial services

'Regulators may be ill-equipped to deal with the AI challenge'

clock 18 July 2023 • 3 min read
Fairstone adds £1.5bn of assets with buy out of West Midlands firm

Your profession

Fairstone adds £1.5bn of assets with buy out of West Midlands firm

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

clock 12 July 2023 • 1 min read
Four business benefits of generative AI in wealth management

Technology

Four business benefits of generative AI in wealth management

GPTs can help wealth managers navigate complex regulations

clock 10 July 2023 • 5 min read
DD Hub upgrades adviser research and due diligence system

Technology

DD Hub upgrades adviser research and due diligence system

To streamline due diligence and tackle foreseeable harms

clock 05 July 2023 • 2 min read
Platforms are here to stay: Using the right tech for the right problem

Platforms

Platforms are here to stay: Using the right tech for the right problem

'It's knowing how to adapt and thrive that's key.'

clock 03 July 2023 • 4 min read
One size does not fit all: The future of financial advice

Technology

One size does not fit all: The future of financial advice

Technology will improve efficiency, consistency and personalisation

clock 03 July 2023 • 7 min read
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