Software firm IRESS is launching a cashflow modelling tool, as part of an expansion of its wealth platform.
Sesame Bankhall Group has begun rolling out a new advice platform to its member firms.
Network and support service provider Sesame Bankhall Group (SBG) has said a large number of its 2,800 member firms are considering a 'hybrid' practice - offering both independent and restricted advice.
Sesame Bankhall Group's head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK.
Ivan Martin has stepped down from his position as non- executive director of technology outfit Avelo.
The lang cat’s Mark Polson begins his new column in Professional Adviser by challenging providers to think more about how their products will be used.
Mark Loosmore of IRESS surveys the new attitude-to-risk (ATR) tools deployed in the wake of the FSA’s suitability guidance.
Mark Loosmore, of IRESS, says Royal London's B2C Money Vista website could complement, not compete with, advisory firms...
Last month, Aegon launched its wrap platform, ARC (Aegon Retirement Choices), to much acclaim. Here, Mark Loosmore of IRESS gives his verdict…