Technology
Fintech provider unveils platform transfer tool
Process is ‘still a nightmare for advisers’ who are ‘forced to endlessly chase providers for updates’
Financial planning | 7 Apr 21
Advisers circumspect about recommending cryptocurrencies
Handsome returns generate big demand, but advisers ring bell of caution
UK retirement solution provider unveils robo-advice offering
‘Millions of customers risk sleepwalking into poorer retirements by failing to take financial advice’
Traditional wealth managers in Asia slow to adopt tech
Challenger banks are using digital payments as a gateway for growth in the sector
Research firm partners with CISI to unveil advice access tool
Consumers will identify what type of financial planning they require according to their situation
