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Technology

Robo, hybrid, digital advice - what's it all about?

Technology

Robo, hybrid, digital advice - what's it all about?

More than just buzzwords

clock 14 April 2022 • 4 min read
Carl Woodward: Dos and Don'ts when building a digital proposition

Technology

Carl Woodward: Dos and Don'ts when building a digital proposition

Artful intelligence

clock 12 April 2022 • 3 min read
Tim Thompson-Rye: What is hybrid advice, and who is it for?

Technology

Tim Thompson-Rye: What is hybrid advice, and who is it for?

What does it really mean?

clock 06 April 2022 • 4 min read
Timeline raises £6m in funding to fuel 'rapid' growth

Technology

Timeline raises £6m in funding to fuel 'rapid' growth

Led by MTech Capital

clock 05 April 2022 • 2 min read
'Clearly going for scale': HPS Investment Partners acquires majority stake in Nucleus

Wrap/platforms

'Clearly going for scale': HPS Investment Partners acquires majority stake in Nucleus

No change in strategy

clock 29 March 2022 • 3 min read
Origo extends Unipass Letter of Authority service

Technology

Origo extends Unipass Letter of Authority service

'No need for progress calls'

clock 24 March 2022 • 2 min read
CISI launches updated Wayfinder website to help savers find financial planners

Your profession

CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

clock 23 March 2022 • 1 min read
Tech is key issue for rising stars of finance, finds NextWealth

Technology

Tech is key issue for rising stars of finance, finds NextWealth

Ahead of 22 March conference

clock 16 March 2022 • 1 min read
Vast majority not consulted adviser about their will - LV=

Your profession

Vast majority not consulted adviser about their will - LV=

30 million parents want to leave wealth       

clock 14 March 2022 • 3 min read
Novia Financial hires Lucy Bristow as group strategic partnerships director

Wrap/platforms

Novia Financial hires Lucy Bristow as group strategic partnerships director

Newly-created role

clock 11 March 2022 • 1 min read
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