New ways to improve investment performance need to be sought by pension stakeholders to provide continued security for their schemes, according to...
The new Money Hub Connect platform will help advisers prepare holistic financial-planning strategies for their clients, Toby Hughes has claimed.
Electronic advice aid helps advisers walk clients through retirement income options, according to LV=.
Once one of the UK’s fastest-growing technology companies, Leadpoint becomes insolvent following acquisition by Simply Media Network.
Risk-profiling provider creates indices based on “most popular” profiles in deal with Indexx and Goldman Sachs.
Advisa Centa, a subsidiary of eValue FE, has made specialist software available through Intelliflo in a bid to help advisers with a wide range of...
Analysis & Opinion
A year in and all the indicators suggest that auto-enrolment is a success: it has ensured more people are saving for their retirement.
Idiots having the right to be heard is better than nobody having it, says Jon Cudby
Risk profiling has gained significant momentum since the then City regulator, the FSA, unveiled its Assessing Suitability Paper of January 2011.
The RDR has changed the way many advisers conduct their business.
Nov 20, 2013
Agreement could allow Sesame advisers to save time analysing client pension schemes, network claims.
Nov 13, 2013
New online tool will grow as schemes from more providers are added over time.
From Pensions| Nov 12, 2013
New asset transfer facilitator set to hit the market by end of year.
Nov 07, 2013
Professional support services provider says there is a “real need” for practical guidance to streamline investment process for advisers.
Nov 05, 2013
AdviserAsset says tool will allow advisers to analyse net fund charges and allow for income tax on rebates.
Oct 22, 2013
Newcomer Bellpenny is rolling out new software for its professional advisers and wealth managers to help them conduct lifetime cash flow planning.
Oct 17, 2013
Panacea Adviser has launched a microsite dedicated to mortgage advisers and brokers.
Oct 16, 2013
Firm says scheme will enable advisers to maintain relationship with lower-end clients who may not pay post-RDR fees.