AT8's Mark Loosmore examines the improvements Voyant has made since its cash flow planning software was launched in the UK two years ago
Mark Loosmore of AT8 Group meets Geoff Davey, creator of the FinaMetrica Psychometric Risk Profiling system.
Mark Loosmore of AT8 Group recently saw a new tool that stood out from the crowd when it comes to cashflow planning.
This week Mark Loosmore of AT8 Group looks at the belated entry of Aegon into the still growing wrap marketplace.
Mark Loosmore of AT8 Group visited Fidelity and confesses to being caught a little off guard.
Mark Loosmore of AT8 Group reveals how providers are responding to the FSA's recent paper on risk and suitability.
This week Mark Loosmore of AT8 Group looks at the different technology offerings which underpin various platform solutions.
This week Mark Loosmore of AT8 Group looks at the evolution of 7IM's platform, which uses an open architecture approach to provide greater independence.
This week Mark Loosmore of AT8 Group goes to Transact, the largest and oldest of the pure wrap platforms
Mark Loosmore of AT8 Group finds Standard Life is making bold moves in the wrap market