Platforms Advisers Company news Platforms 7IM expands platform team as it sets sights on growthBy Dan Cooper 7IM has hired two new senior managers to its platform team as…
Technology Technology Weekend Essay: Should Wall Street be worried about DeepSeek?By Dan Cooper It was all going so swimmingly for the ‘big tech’ stocks, wasn’t…
5 Platforms Advisers Platforms Technology ‘The dinosaurs of the platform industry will go extinct’By Dan Cooper There are some dinosaurs in the platform industry that will go extinct…
1 Technology Advisers Technology Paraplanners ‘should not worry’ about AI replacing themBy Dan Cooper Paraplanners should not worry about artificial intelligence (AI) replacing their jobs –…
3 Advisers Advisers Technology AR, VR and ER have ‘huge potential’ to transform financial adviceBy Dan Cooper Augmented reality (AR), extended reality (ER) and virtual reality (VR) all have…
4 Advisers Advisers Company news SJP ongoing advice review ‘progressing as planned’By Dan Cooper St. James’s Place has said work to review its ongoing advice charges…
7 Pensions Advisers Pensions Pensions experts react to government’s DB surplus planBy Dan Cooper Pensions experts have largely welcomed new proposals from the government to allow…
Advisers Advisers Company news AJ Bell adds 19,000 platform customers as AUA nears £90bnBy Dan Cooper AJ Bell said it will continue to focus on growing its dual-channel…
Advisers Advisers Company news Wealth management Evelyn Partners names Bids Mahvelati as new chief operations officer By Dan Cooper Evelyn Partners has announced that Bahador (Bids) Mahvelati will join the firm…
Advisers Advisers Company news Technology BareRock enhances vulnerability support for advice firmsBy Dan Cooper Professional Indemnity Insurance (PII) provider BareRock has announced a strategic partnership with…
The Morning Briefing The Morning Briefing: FCA ‘can’t innovate’ and investors face emotional rollercoasterBy Dan Cooper Good morning and welcome to your Morning Briefing for Thursday 23 January…
Advisers Advisers Cryptocurrency Investments Advisers can play key role in helping investors avoid ’emotional rollercoaster’By Dan Cooper Financial advisers and wealth managers can play a significant role in helping…