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Technology

Close to half of clients confirm they prefer virtual consultations

Technology

Close to half of clients confirm they prefer virtual consultations

Virtual meetings are likely to remain an important channel for advisers

clock 28 April 2023 • 2 min read
PA360: 'Not sustainable' for advisers to use just one platform

Wrap/platforms

PA360: 'Not sustainable' for advisers to use just one platform

More due diligence needed across multiple platforms

clock 27 April 2023 • 2 min read
Advisers continue shift away from multiple platform use

Wrap/platforms

Advisers continue shift away from multiple platform use

Research finds 58% of advisers use two or three platforms

clock 27 April 2023 • 3 min read
Intelliflo to include cashflow modelling within core system

Technology

Intelliflo to include cashflow modelling within core system

Updated offering means there is no need for additional licensing

clock 26 April 2023 • 2 min read
Comentis launches 'vulnerability support framework'

Technology

Comentis launches 'vulnerability support framework'

Will assist firms with complex process of supporting at-risk clients

clock 25 April 2023 • 2 min read
Artificial intelligence in advice: Finding the winning formula

Your profession

Artificial intelligence in advice: Finding the winning formula

'Artificial intelligence has the potential to be an industry game-changer'

clock 12 April 2023 • 4 min read
Five years on: What next for the evolution of Open Banking?

Technology

Five years on: What next for the evolution of Open Banking?

Next step is for more third parties to develop ways to use the data

clock 12 April 2023 • 4 min read
Origo partners with iPipeline on 'plug and play' integration

Wrap/platforms

Origo partners with iPipeline on 'plug and play' integration

Partnership to help providers build and integrate connected tech platforms

clock 04 April 2023 • 1 min read
Advisers and platforms should not ignore Mrs Miggins on value

Wrap/platforms

Advisers and platforms should not ignore Mrs Miggins on value

'Articulating, and evidencing value is not easy'

clock 29 March 2023 • 4 min read
M&G takes stake in AI specialist to develop investment strategies

Technology

M&G takes stake in AI specialist to develop investment strategies

M&G has taken minority stake in AI specialist Level E Research

clock 20 March 2023 • 2 min read
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