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Wealthtime

Wealthtime signs ten-year deal with Wipro to overhaul platform

Wrap/platforms

Wealthtime signs ten-year deal with Wipro to overhaul platform

The firm will use Wipro's artificial intelligence

clock 01 April 2025 • 2 min read
Advisers shift focus on retirement portfolios amid regulatory scrutiny

Your profession

Advisers shift focus on retirement portfolios amid regulatory scrutiny

Use of centralised retirement propositions almost doubles following thematic review

clock 14 November 2024 • 2 min read
Wealthtime to unite platforms under one brand for advisers

Your profession

Wealthtime to unite platforms under one brand for advisers

Advisers and platform users are expected to benefit from improvements

clock 23 October 2024 • 2 min read
Can the upcoming pensions review finally tackle retirement adequacy?

Pensions

Can the upcoming pensions review finally tackle retirement adequacy?

Opportunity to address problem of running out of money in retirement

clock 11 October 2024 • 4 min read
Wealthtime earnings up despite 'wider market challenges'

Wrap/platforms

Wealthtime earnings up despite 'wider market challenges'

Insurance to cover £10.5m compensation provision

clock 04 July 2024 • 1 min read
Wealthtime's Amira Norris: 'Don't assume you know clients' needs'

Adviser tips

Wealthtime's Amira Norris: 'Don't assume you know clients' needs'

‘You have to proactively seek engagement and understand them’

clock 08 May 2024 • 1 min read
Wealthtime adopts letter of authority tech onto platform

Platforms

Wealthtime adopts letter of authority tech onto platform

Has embedded Origo’s Unipass Letter of Authority as part of ‘efficiency drive’

clock 22 April 2024 • 1 min read
Will IFA-owned platforms take over the financial advice sector?

Wrap/platforms

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

clock 27 March 2024 • 9 min read
Platforms facing 'heaps of adviser demands' in 'challenging market'

Your profession

Platforms facing 'heaps of adviser demands' in 'challenging market'

Patrick Mill’s top challenge since being Wealthtime CEO has been the market

clock 07 December 2023 • 3 min read
Novia transforms into 'Wealthtime' in group-wide rebrand

Wrap/platforms

Novia transforms into 'Wealthtime' in group-wide rebrand

Both Novia and Wealthtime are now under one single group brand

clock 20 November 2023 • 1 min read
12
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