professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Wrap/platforms

Advisers ramp up tech spending to boost efficiency - FE fundinfo

Technology

Advisers ramp up tech spending to boost efficiency - FE fundinfo

‘70% of advisers’ tech budgets increased'

clock 28 April 2022 • 3 min read
7IM updates platform to streamline portfolio management

Wrap/platforms

7IM updates platform to streamline portfolio management

‘Listening to what advisers need’

clock 28 April 2022 • 2 min read
AJ Bell platform customer numbers up despite 'uncertain market backdrop'

Wrap/platforms

AJ Bell platform customer numbers up despite 'uncertain market backdrop'

AUM almost £67bn

clock 21 April 2022 • 3 min read
Transact reports £4bn inflows in H1 as overall funds drop almost 2%

Wrap/platforms

Transact reports £4bn inflows in H1 as overall funds drop almost 2%

FUD reduces due to geopolitical instability

clock 20 April 2022 • 1 min read
'Clearly going for scale': HPS Investment Partners acquires majority stake in Nucleus

Wrap/platforms

'Clearly going for scale': HPS Investment Partners acquires majority stake in Nucleus

No change in strategy

clock 29 March 2022 • 3 min read
Origo extends Unipass Letter of Authority service

Technology

Origo extends Unipass Letter of Authority service

'No need for progress calls'

clock 24 March 2022 • 2 min read
CISI launches updated Wayfinder website to help savers find financial planners

Your profession

CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

clock 23 March 2022 • 1 min read
Vast majority not consulted adviser about their will - LV=

Your profession

Vast majority not consulted adviser about their will - LV=

30 million parents want to leave wealth       

clock 14 March 2022 • 3 min read
Novia Financial hires Lucy Bristow as group strategic partnerships director

Wrap/platforms

Novia Financial hires Lucy Bristow as group strategic partnerships director

Newly-created role

clock 11 March 2022 • 1 min read
Quilter pre-tax profits up 28% to £138m in 2021

Companies

Quilter pre-tax profits up 28% to £138m in 2021

Quilter platform inflows up 133%

clock 09 March 2022 • 3 min read
131415
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=wrap platforms&page type=listing page