AT8's Mark Loosmore investigates how AXA Wealth's Elevate platform has successfully set out its stall to align itself to the IFAs' perspective.
Matt Connell, government and industry affairs manager at Zurich UK Life, looks back at regulatory change in the noughties and gives his insights into future policy
Martin Jennings, MD of AXA Elevate, on the challenges that lie ahead for platforms over the coming 12 months.
There has been much hype about client segmentation recently. But Paul Etheridge, founder and chairman of Prestwood Software, argues this is not necessarily the best strategy.
Catherine McEwing, head of individual software (Europe) at Morningstar, on how to make your website a shop window for your firm.
Advisory firms have less than two years to transition to an adviser charging remuneration model. But some have already made the move...
Morningstar's Anastasia Georgiou explains how technology can help you run a more efficient business in the lead up to RDR.
AT8's Mark Loosmore takes a closer look at Skandia's wrap proposition.
Justin Lowes, managing director of Lowes Wealth Management, examines platform charging pre- and post-RDR.
The new pensions regime will have a profound effect on the way advisers discuss retirement planning with clients, John Moret says.