This year has seen an increase in collaboration between regulators across the world. Those in Australia, Singapore and the UK have each established co-operation deals, in particular around their ...
News overnight confirming Money Marketing’s recent prediction that the UK’s largest adviser software business Avelo has been acquired by Iress may have surprised many. Since the original tipped story ...
Liverpool-based digital signature company Videosign has collaborated with a financial advice software provider, in a move which will enhance the user experience for both advisors and their clients.
Financial technology business Iress has integrated its Xplan financial advice software with Moneyinfo. Moneyinfo is an aggregation software provider already used by a number of Iress clients to access ...
Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Just 8 per cent of UK adults have taken financial advice over the past year and the regulator thinks this isn’t ...
Boutique financial advice software provider Midwinter Financial Services has created a new paraplanning division to deliver compliant Statements of Advice (SOA) to advisers on the same day a request ...
Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. The gap in Britain’s financial advice market might be likened to the often disturbingly wide space between ...
Josh is an award-nominated journalist with nearly a decade of experience, including writing for national newspapers. A data whiz, he specialises in covering personal finance and investing. A financial ...
Find out the different ways you can be charged for financial advice and how to negotiate financial adviser fees and charges. Josh is an award-nominated journalist with nearly a decade of experience, ...