David Child, the former managing director of The Exchange and 1st Software, has been appointed non-executive chairman at Finance & Technology Research Centre (F&TRC).
Product providers are split on whether RDR is having a positive effect on their business according to research from Dunstan Thomas.
Chris Read discusses the potential challenges around pension illustrations
Chris Read looks at changes in the disclosure landscape in the run-up to RDR with a focus on adviser charging, and asks the question: Is this all moving fast enough to get systems in place to automate these changes?
A study assessing the strengths and weaknesses of a range of financial planning tools available to advisers has been published.
Novia wrap platform , due to launch later this year, has signed up pensions and administration solutions provider Dunstan Thomas to provide product illustrations.
Nearly three quarters of advisers could be in breach of TCF as they migrate clients over to wrap platforms, according to a new survey by technology solutions provider Dunstan Thomas.
Almost a third of advisers are automatically offering clients a SIPP if they are planning to invest more than a £1,000 a month, says Dunstan Thomas.
Dunstan Thomas has published a business guide for pensions advisers wanting to take advantage of the A-Day and Regulation Day changes.