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Technology

Timeline releases goal visualisation tool for advisers

Technology

Timeline releases goal visualisation tool for advisers

Timeline has rolled out a series of developments to strengthen its financial planning software, as well as reduce adviser technology costs.

clock 14 September 2021 • 1 min read
Nick Eatock: Strengthening your firm's cybersecurity

Technology

Nick Eatock: Strengthening your firm's cybersecurity

People, processes and technology

clock 13 September 2021 • 5 min read
Quilter hires former Standard Life Aberdeen platform boss

Wrap/platforms

Quilter hires former Standard Life Aberdeen platform boss

David Tiller joins life giant

clock 13 September 2021 • 1 min read
True Potential sells majority stake to private equity house Cinven

Your profession

True Potential sells majority stake to private equity house Cinven

A 'highly scalable business model'

clock 08 September 2021 • 3 min read
Ferguson and Neilson to step down from Nucleus as Rowney takes the helm after James Hay deal

Wrap/platforms

Ferguson and Neilson to step down from Nucleus as Rowney takes the helm after James Hay deal

David Ferguson to pursue other opportunities

clock 07 September 2021 • 2 min read
More advisers use multiple platforms as 'digital-first shift' continues

Wrap/platforms

More advisers use multiple platforms as 'digital-first shift' continues

Asked 661 advisers

clock 01 September 2021 • 2 min read
Chris Davies: The quest for data lakes to streamline regulatory reporting

Technology

Chris Davies: The quest for data lakes to streamline regulatory reporting

Goodbye to 'swivel chair compliance'

clock 26 August 2021 • 3 min read
Asset managers plan to increase investment in AI, survey finds

Technology

Asset managers plan to increase investment in AI, survey finds

Poll conducted by Temenos

clock 26 August 2021 • 1 min read
Bravura names Nick Parsons next CEO

People

Bravura names Nick Parsons next CEO

Tony Klim stepping down on 3 September

clock 25 August 2021 • 2 min read
'Clear mistrust' of online financial services adverts

Technology

'Clear mistrust' of online financial services adverts

Most savers want the government to legislate to ensure websites do not promote financial scams

clock 24 August 2021 • 3 min read
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