Technology
Tech firm behind Axa Wealth and Standard Life adds advice tool
A start-up backed by FNZ, the white label tech provider behind Standard Life’s Wrap platform, has launched its first advice product.
Best Practice | 1 Mar 18
Pros and cons of deleting client data
Financial advisers need to establish a data management policy that balances the rights of the client against the firm’s right to meet regulatory requirements or potentially defend a legal claim, according to Nick Eatock, executive chairman of UK based back office software support Intelliflo.
Best Practice | 12 Feb 18
How The Fry Group improved client outcomes with technology
The Fry Group’s David Pugh sets out the firm’s approach to the use of technology in improving and broadening its offering to clients.
Robeco duo: Asia is ‘fintech hub of the future’
Robeco fund managers Patrick Lemmens and Jeroen van Oerle have declared Asia the “fintech hub of the future”.
Best Practice | 2 Feb 18
Novia rolls out Mifid II compliance reporting tool
To meet Mifid II’s so-called “10% depreciation rule”, Novia Financial is rolling out a solution for DFMs and advisers using its platform.