software

EV's latest adviser tool to streamline PII premium negotiations

Technology

EV's latest adviser tool to streamline PII premium negotiations

'Robust audit trail'

clock 13 January 2022 • 2 min read
Voyant users targeted in email phishing attack

Technology

Voyant users targeted in email phishing attack

Eight hour lag to inform advisers

clock 10 March 2020 •
Paraplanning director launches platform cost comparison tool

Wrap/platforms

Paraplanning director launches platform cost comparison tool

Calculates best platform for client

clock 21 November 2019 •
Brewin Dolphin commits £35m to overhaul settlements technology

Technology

Brewin Dolphin commits £35m to overhaul settlements technology

'Enrich client proposition'

clock 09 April 2019 •
Adam Higgs: Making practice management perfect

Technology

Adam Higgs: Making practice management perfect

Adviser tech review

clock 11 December 2018 •
Adam Higgs: How does your business's 'tech stack' stack up?

Technology

Adam Higgs: How does your business's 'tech stack' stack up?

‘Single source of the truth’

clock 02 November 2018 •
Adam Higgs: What adviser tech can help with MiFID II?

Technology

Adam Higgs: What adviser tech can help with MiFID II?

Software round-up

clock 18 April 2018 •
Terry Huddart's fintech review: Enter the postcode

Technology

Terry Huddart's fintech review: Enter the postcode

Hymans Robertson’ Guided Outcomes

clock 20 February 2018 •
Paul Pettitt: How integration can be a key IT differentiator

Technology

Paul Pettitt: How integration can be a key IT differentiator

Need for data standards

clock 10 August 2017 •
Selectapension offers advisers Black Friday deal

Software

Selectapension offers advisers Black Friday deal

As an 'incentive to work with specialist software'

clock 25 November 2016 •
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New FCA authorisation fees come into effect on 24 January

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US inflation reaches highest level in 40 years

12 January 2022 • 2 min read
03

UK's over-85 population set to double by 2045 - govt projections

12 January 2022 • 3 min read
04

Advisers on CII's interim CEO: 'Like shuffling the deck chairs on the Titanic'

13 January 2022 • 2 min read
05

Andrew Megson: How can the government restore faith in pension policy?

12 January 2022 • 4 min read