Technology

Tax planning

Dave Field: Offshore does not have to be a dirty word

Paradise regained?

clock 15 January 2018 • 3 min read

Technology

Consultant to launch 'chatbot' to aid adviser compliance

Launch set for February

clock 10 January 2018 • 2 min read

Wrap/platforms

Aegon completes first Cofunds client integration

79,000 non-advised customers moved

clock 09 January 2018 • 1 min read

Technology

Simon Binney: Five advice opportunities opened up by technology

For all sizes of advice firm

clock 08 January 2018 • 6 min read

Wrap/platforms

MiFID II and re-platforming 'not to blame' for Aviva technical issues

MiFID II came into effect on Wednesday

clock 05 January 2018 • 1 min read

Technology

Marilyn Cole: The 10 tech trends you need to watch in 2018

‘Regtech’, data, GDPR and more

clock 05 January 2018 • 5 min read

Technology

Mark Loosmore: Better, stronger, faster

Improving efficiency through technology

clock 02 January 2018 • 3 min read

Wrap/platforms

2017 reloaded: Our 10 most important platform articles

Re-platforming, FCA market review and more

clock 27 December 2017 • 6 min read

Wrap/platforms

Terry Huddart: When regulation ate its young

Terry Huddart calls on platforms not to let regulation stand in the way of creativity - not least as his company would hate not to give its 'Best for innovation award' two years in a row

clock 19 December 2017 • 4 min read

Wrap/platforms

Home truths of re-platforming

Inside the Aegon/Cofunds project

clock 14 December 2017 • 4 min read