Technology

Technology

Wealth Wizards launches AI white-label robo-adviser

'Configured to house view'

clock 06 March 2018 • 1 min read

Technology

Mark Loosmore: To (digitally) serve and prosper

Clients now less ‘sticky’

clock 05 March 2018 • 4 min read

Technology

Don't 'cut and run' after SLA-Phoenix deal, Mark Polson tells advisers

Life insurance business sold in £3bn deal

clock 02 March 2018 • 2 min read

Wrap/platforms

Ray Tubman: Mind the drop with MiFID II

‘10% drop’ calculations

clock 27 February 2018 • 4 min read

Pensions

Nucleus sets up DB transfer expert panel to help advisers

Adviser insight

clock 27 February 2018 • 2 min read

Wrap/platforms

Aegon to launch multi-manager investment company

New business to launch later this year amid shake-up of senior roles

clock 27 February 2018 • 3 min read

Wrap/platforms

IPO values Transact parent at £650m

Shares to start trading on 8 March

clock 27 February 2018 • 1 min read

Technology

Simon Binney: The democratisation of financial advice

'Right thing to do'

clock 23 February 2018 • 4 min read

Wrap/platforms

Project Elevate almost complete - SL's David Tiller

£69m spent on upgrades

clock 23 February 2018 • 1 min read

Wrap/platforms

AJ Bell plans stockmarket float - reports

Oversees £30bn of advised and D2C assets

clock 22 February 2018 • 1 min read