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Latest - TECHNOLOGY

  • Dynamic Planner CEO outlines 5 key issues for financial planning in 2020

    16 January 2020

    Suitability, cashflow, sustainability, regulation and technology. Dynamic Planner CEO Ben Goss outlines what he believes will be the most transformative issues affecting financial planning in 2020. 1. Sustainability becomes part of the suitability conversation: Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment...

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  • Are custody services an alternative to platforms? An interview with Pershing’s Matthew Lonsdale

    16 January 2020

    Rob Kingsbury spoke with Matthew Lonsdale, Relationship Manager at BNY Mellon’s Pershing, about how using a custodian can be more cost-effective for financial planning firms and wealth managers than using multiple platforms, the rise of digitalisation in financial services and how it can be used to create value in financial planning businesses. RK: How...

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  • Defaqto launches pension switching tool with risk profiling and research functionality

    15 January 2020

    Defaqto has added pension switching to its end-to-end financial planning tool, Engage Core, with a module that allows advisers to compare multiple pension switching scenarios, including partial switches, in an efficient and compliant way. Defaqto says the new tool is designed to help advisers to deliver suitable advice as well as to bring consistency...

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  • Advicefront integrates with Intelliflo’s Intelligent Office

    14 January 2020

    Adviser tech platform Advicefront has integrated with Intelliflo’s business management software, Intelligent Office. Advicefront said financial planners will benefit from the new partnership through “seamless integration” between its Onboard platform – a suite of fact-finding, risk-profiling, client agreement, billing and digital signature tools – and Intelligent Office. The company described it as the latest...

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  • Paraplanners and administrators highlight need for greater systems integration

    13 January 2020

    96% of paraplanners and administrators agree that greater integration and automation between systems would enable provision of better and faster service to clients, according to research carried out by Origo. The research* was conducted with over 200 paraplanners and administrators, with the vast majority saying they were spending too much of their day performing basic admin...

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  • Client recommendations biggest business opportunity in 2020

    6 January 2020

    New client recommendations will be the biggest business opportunity for advisers in 2020, according to a survey by Intelliflo. The survey, conducted during December 2019, showed that new client recommendations from existing clients was the leading business opportunity in 2019 and remains top of the list amongst advisers for the coming year. Recruiting extra...

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  • What does the FCA have lined up for 2020?

    5 January 2020

    Aegon’s Steven Cameron sets out his ‘pick’ of FCA plans which may affect adviser firms in 2020 As with Government and industry, the FCA will be devoting a considerable amount of time and resource to Brexit. It will be updating its own regulations and rulebooks and checking the industry is making all the necessary...

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  • LEBC launches ‘Bionic Advice’ App

    1 January 2020

    Advice firm LEBC has launched a new app to enable it to roll out its ‘bionic advice’ service to clients.   The app, called Hummingbird, allows clients to track their spending and access key information on their savings and investments, including ISAs and pensions, all in one place as a result of open banking...

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