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Technology

Third Financial pushes to 'modernise advice sector' with Intelliflo integration

Technology

Third Financial pushes to 'modernise advice sector' with Intelliflo integration

Investment platform has ‘deepest level’ of integration with Intelliflo Office

clock 11 October 2022 • 2 min read
PA360 North: Tech cannot replace relationships of trust

Technical

PA360 North: Tech cannot replace relationships of trust

Industry experts debate the pros and cons of a hybrid work world

clock 05 October 2022 • 2 min read
PA360 North: 'Embrace technology, make the best use of it'

Technology

PA360 North: 'Embrace technology, make the best use of it'

‘We've seen huge increase in productivity as a consequence of technology’

clock 05 October 2022 • 2 min read
NextGen Planners launch new technology solution for adviser firms

Technology

NextGen Planners launch new technology solution for adviser firms

‘Great technology solution that integrates processes into one place’

clock 30 September 2022 • 2 min read
Nucleus CEO: We are putting our people first in growth journey

Wrap/platforms

Nucleus CEO: We are putting our people first in growth journey

‘I’m confident we have the right people to deliver’

clock 27 September 2022 • 5 min read
Behavioural tool looks to push advisers to better decisions and habits

Technology

Behavioural tool looks to push advisers to better decisions and habits

Digital offering aims to train advisers in the psychology of financial planning

clock 21 September 2022 • 1 min read
7IM looks to up product governance capability with Kore Labs deal

Technology

7IM looks to up product governance capability with Kore Labs deal

7IM managers to use Kore Labs tech to monitor products and up transparency

clock 21 September 2022 • 1 min read
'Storm brewing' for tech providers as adviser satisfaction falters

Technology

'Storm brewing' for tech providers as adviser satisfaction falters

Latest NextWealth Adviser Tech Stack report predicts ‘calm before storm’

clock 20 September 2022 • 2 min read
Symon Stickney: Using AI to help navigate market turbulence

Technology

Symon Stickney: Using AI to help navigate market turbulence

AI integration 'inevitable'

clock 12 September 2022 • 5 min read
Parmenion owners consider £400m stake sale - reports

Wrap/platforms

Parmenion owners consider £400m stake sale - reports

£9.6bn AUM

clock 08 September 2022 • 2 min read
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