Plannr and Seccl launch first phase of CRM integration
Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…
Ed Dymott: Watch out for far-fetched AI promises
Artificial Intelligence (AI) is set to transform financial planning over the next…
‘A step-change in engagement’: Platforms in 2024
Two big stories dominated the platforms space in 2024, as one firm…
Fifth of advisers use AI transcription services for client meetings
A fifth (20%) of advisers are using AI transcription services to record…
Advisers cite platform financial strength as growing priority
Advisers have cited platform financial strength as a growing priority in their…
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95% of advisers forced to apologise for poor platform service, report reveals
The majority of financial advisers have had to apologise to clients due…
Advise Wise streamlines support for vulnerable clients
Advise Wise, a leading later-life sourcing platform, has partnered with Comentis to…
Elston Consulting makes double hire to meet rising demand for model portfolios
Elston Consulting has expanded its team to meet a rising demand for…
Transact adopts electronic Cash Isa transfer service
Transact has become the first intermediary platform to adopt an electronic Cash…
Quilter Cheviot reduces MPS fees for direct clients
Quilter Cheviot has announced it has lowered the charges for clients invested…
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Noel Butwell: Now more than ever, flexibility is key
It’s something advisers know only too well: the only constant is change.…
ValidPath facilitates acquisition of Winnell Douglas by IFAs
ValidPath, a network supporting independent financial advisers (IFAs), has orchestrated the acquisition…
