Technology

Wrap/platforms

Five platform due diligence observations - the lang cat

Introduces 'The Long Dog'

clock 25 May 2018 • 2 min read

Technology

Moneyhub latest Intelliflo link-up for adviser software

Follows open banking

clock 24 May 2018 • 2 min read

Wrap/platforms

FundsNetwork 'steadily moving clients' to new Bravura platform

'Migration plans remain on track'

clock 24 May 2018 • 1 min read

Technology

Chris Davies: The FCA's streamlined 'slap' for auto-advisers

Know suitability requirements

clock 23 May 2018 • 3 min read

Wrap/platforms

Ascentric chief executive Jon Taylor to step down

Spent three years in the role

clock 23 May 2018 • 2 min read

Wrap/platforms

Platform market 'buoyant despite regulatory and market challenges'

Advised platform assets up 12% year-on-year

clock 22 May 2018 • 1 min read

Wrap/platforms

Why platforms should fear a future of easier switching

Adviser and client empowerment

clock 22 May 2018 • 5 min read

Regulation

FCA slams automated investment providers

Poor practice highlighted

clock 21 May 2018 • 2 min read

Technology

FinaMetrica integrates risk-profiler with Intelliflo 'iO' software

Available to FinaMetrica subscribers

clock 21 May 2018 • 1 min read

Regulation

A procrastinator's guide to GDPR: Five things advisers need to know

Comes into force on May 25

clock 18 May 2018 • 5 min read