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Fintech

EQ Investors rolls out sustainability toolkit for advisers

Companies | 2 Aug 23

EQ Investors rolls out sustainability toolkit for advisers

It will help IFAs identify clients’ sustainability preferences

Companies | 25 Jul 23

GBST acquires financial planning software solution

To expand its ability to offer both digital and hybrid advice to the global wealth market

Advice tech market lacks ‘effective collaboration and integration’

Companies | 17 Jul 23

Advice tech market lacks ‘effective collaboration and integration’

IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry

Companies | 11 Jul 23

Fintech firm joins forces with Options UK to roll out digital Sipp

It is now available to advised clients

Charles Stanley rolls out financial coaching service

Companies | 29 Jun 23

Charles Stanley rolls out financial coaching service

As Evelyn Partners launches digital hybrid platform to boost its financial wellbeing offering

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. Site managed by Furness Media