In the second of a new series of regular columns reviewing adviser software and systems, Adam Higgs says a practice management system with accurate data that is used correctly by all staff can provide huge efficiencies
Today's world is run by data and the financial advice sector is no different. Regulatory changes such as the Retail Distribution Review (RDR) and, more recently, the General Data Protection Regulation...
Luke Beatty shares his insight into source control and explains how developers collaborate on financial services projects
Predictive and prescriptive
'Aim to widen access to advice'
Development for the future
Looking to triple size of advice business
Latest acquisition expands presence in Leicester and London
Ameriprise Financial strikes £615m deal
Challenging embedded thinking
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