1 Technology Advisers Technology Greg Neall: What has happened to robo-advice?By Greg Neall I worked in robo-advice for 10 years. In 2016, we had a…
1 Advisers Advisers Technology Why a joined-up approach to technology is vitalBy Mariam Pourshoushtari Advisers are fed up with their technology not being joined up. Poor…
1 FTRC Advisers Advisers Technology Ian McKenna: Is 2025 the year when technology truly delivers?By Ian McKenna I believe technology will have an unparalleled impact on how advisers work…
Advisers Advisers Regulation Technology Ben Goss: Technology and regulation transform the landscape in 2025By Ben Goss Change is on the cards in 2025 for a financial-planning industry that’s…
Schroders Advisers Advisers Gillian Hepburn: What we’ve learned from the Schroder Adviser SurveyBy Gillian Hepburn 2024 marked a significant milestone for the Schroder Adviser Survey: 15 years!…
Ortec Finance Advisers Advisers Wealth management Wealth managers forecast client growth of more than 20%By Tom Browne Wealth managers and financial advisers are anticipating significant growth in their client…
Platforms Advisers Investments Platforms 7IM makes ‘functionality enhancements’ to platformBy Darius McQuaid 7IM has made “functionality enhancements” to its platform as well as launching…
9 FTRC Advisers Advisers Technology Advisers are better than technology is ‘a big lie’, says Ian McKennaBy Tom Browne The idea that technology cannot do what an adviser can do is…
Technology Advisers Technology Hoxton Capital says tech ‘fundamental to its success’ as AUM grows by 97%By Darius McQuaid Hoxton Capital Management has seen a 97% growth in assets under management…
oxford risk Advisers Investments Technology Wealth management Oxford Risk urges use of ‘behavioural alpha’ to mitigate client lossesBy Tom Browne Wealth managers must harness ‘behavioural alpha’ to mitigate losses stemming from clients’…
1 abrdn Advisers Advisers Platforms Technology Noel Butwell: Now more than ever, flexibility is keyBy Noel Butwell It’s something advisers know only too well: the only constant is change.…
Business Advisers Business Technology MM Meets… Ed Dymott: ‘Never be satisfied with the status quo’By Darius McQuaid Both personally and professionally, the Benchmark Capital CEO is driven by a…