Technology

Best Practice | 20 Nov 17

There is a crisis brewing in the retirement income market where there is a lot of freedom but little choice, according to a study published Monday.

Best Practice | 14 Nov 17

Financial advisers need a robust back office technology system to boost the confidence of regulators in their client service approach and manage the growing pool of data in their business, said Ben Lester, head of sales for Praemium.

Best Practice | 13 Nov 17

How can financial advisers future proof their markets to evolve alongside fintech in preparation for a world where change is constant and digital comes first?

Best Practice | 9 Nov 17

Guardian Wealth Management has launched a digital in-house training programme known as GWM Illuminate, to delivers CPD accredited regulated learning across the entire business.

Companies | 8 Nov 17

In its first international venture, UK-based wealth management technology company JHC Systems (JHC), has opened an outpost in Dubai.