Tools

Millennials are coming and want to be served

FCA outlines regulatory protections

Intrinsic appointed representative Wealth Help is launching a direct to consumer (D2C) service to facilitate financial planning for the mass market.

Which are the best risk profiling tools?

Robo-advice and artificial intelligence (AI) are two different things that both have the potential to disrupt the UK financial services market in the next few years, according to technical specialist and entrepreneur Phil Goffin. But sci-fi it is not......

Platform technology provider FNZ is rolling out an alternative to traditional suitability tools to its platform and adviser clients, to help them assess consumers' broader understanding of financial services.

Distribution Technology (DT), a provider of risk profiling tools to hundreds of adviser firms, has introduced high yield bonds to eight of its ten risk models for the first time.

Technology provider Intelliflo has unveiled a new chief executive as current incumbent and company founder Nick Eatock becomes executive chairman.

Five steps to choosing a digital client management platform

The Fastrak to efficiency?