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News

Platforms evolving to offer financial advisers more services

Your profession

Platforms evolving to offer financial advisers more services

Advisers reveal what additional tools or services they might use

clock 05 March 2024 • 1 min read
Number of advice firms launching platforms levels off

Your profession

Number of advice firms launching platforms levels off

Adoption of platforms is ‘slowing but growing’

clock 05 March 2024 • 1 min read
Male over-confidence sees female investors outperform

Your profession

Male over-confidence sees female investors outperform

Experts highlight the ‘gender gap’ in financial confidence

clock 04 March 2024 • 1 min read
Industry tech trio partner for advice gap focussed tech offering

Technology

Industry tech trio partner for advice gap focussed tech offering

‘We are already seeing considerable appetite’

clock 04 March 2024 • 1 min read
IFA-focused DFM joins Mabel Insight's MPS comparison site

DFM & Model Portfolios

IFA-focused DFM joins Mabel Insight's MPS comparison site

MAIA Asset Management is the latest firm to be a partner

clock 04 March 2024 • 1 min read
More advisers change platforms following Consumer Duty

Platforms

More advisers change platforms following Consumer Duty

Advisers are more confident to make switches to improve client experience

clock 04 March 2024 • 1 min read
FCA puts focus on WealthTek criminal investigation

Regulation

FCA puts focus on WealthTek criminal investigation

Regulator secured 12-month pause on civil action

clock 04 March 2024 • 2 min read
Aviva named the preferred platform provider by advisers

Wrap/platforms

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

clock 04 March 2024 • 1 min read
Fintel-backed CRM specialist Plannr debuts to intermediary market

Technology

Fintel-backed CRM specialist Plannr debuts to intermediary market

Built and developed with pilot of 70 advisers over the last 12 months

clock 04 March 2024 • 2 min read
Advisers share their clients' biggest concerns right now

Your profession

Advisers share their clients' biggest concerns right now

Advisers, business owners and paraplanners share their thoughts

clock 04 March 2024 • 1 min read
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