Technology

Wrap/platforms

'I can't see Aegon recovering from Cofunds issues' - adviser

‘Feel sorry for guys in contact centre’

clock 05 September 2018 • 4 min read

Technology

Concerns remain over govt support for dashboard after McVey's statement

'Vital government remains closely involved'

clock 05 September 2018 • 3 min read

Technology

Esther McVey allays dashboard fears and backs industry to deliver

125,000 signed petition

clock 04 September 2018 • 1 min read

Technology

UnderwriteMe overhauls questionnaire and integrates Defaqto

'Catch-all questions'

clock 04 September 2018 • 2 min read

Technology

PensionBee teams up with money app to create personal finance dashboard

'Pension savers left behind in 20th century'

clock 04 September 2018 • 1 min read

Technology

Kevin Russell: Five tech risks and how to deal with them

Transforming risk into opportunity

clock 31 August 2018 • 3 min read

Wrap/platforms

Can advisers and platforms break this vicious circle?

Bells and whistles v service

clock 30 August 2018 • 5 min read

Regulation

Just 5% of advisers aware of PROD obligations - IRESS

70% unsure if they can fully comply

clock 30 August 2018 • 1 min read

Technology

UBS closes robo-adviser to new clients

Sold to American SigFig

clock 29 August 2018 • 1 min read

Technology

Advisers split on cashflow modelling priorities

Two-thirds (67%) believed it was essential to advice

clock 24 August 2018 • 2 min read