July/Aug 2019


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  • Prudential to run webinars on using adviser back-office and software tools – with structured CPD

    11 July 2019

    Series of webinars during Fintech Week (Tues 16 – Thurs 18 July) from Prudential with advice focussed back-office and software providers. Free to join, with structured CPD. Technology is changing the way financial adviser firms work and it’s also changing what clients expect from their advice firms. Prudential has teamed up with providers that have been...

  • 55% regular users of Fintech

    10 July 2019

    More than half of banking and financial services customers regularly use technology to access and manage their money, according to a survey by deVere Group. Some 55% of respondents from across the UK, Europe, Asia, Africa, Latin America and Australasia said they take advantage of the Fintech products and services on offer. Around two...

  • Pensions Dashboard on track with MAPS appointment

    3 July 2019

    The Money and Pensions Service (MAPS) has announced the appointment of Angela Pober as implementation director of the Pensions Dashboard Industry Delivery Group (IDG). The appointment follows the DWP’s Pensions Dashboard paper in April 2019, which set out the practical steps necessary to implement the Pensions Dashboards, starting with the establishment of the industry...

  • Harrison’s Apricity launches GROW – a CPD-focussed series of events

    23 June 2019

    Latest series of events is aimed at helping self-development and growth of adviser businesses Apricity Compliance has launched a series of CPD-focussed workshops entitled GROW, offering practical, usable and non-sales orientated content in line with the company’s ethos of making compliance a positive experience. The first seminar running in London on 27 June is...

  • Automation could cut advice process to 7 hours per client

    20 June 2019

    Embracing technology could save adviser firms 43 working days a year and cut advice process, including suitability report writing, to 7 hours per client, according to new research by Wealth Wizards. In a survey of 140 financial planning firms, Wealth Wizards, provider of the Turo adviser technology platform, found that parts of the advice process...

  • Winners of the Professional Paraplanner Provider Awards 2019

    14 June 2019

    We are delighted to announce the winners of the Professional Paraplanner Provider Awards 2019. The awards were announced immediately after this year’s record attended London Technical Insight Seminar, to an audience of paraplanners and financial services companies gathered to hear who had won this year’s accolades. For these awards we asked our readers to nominate...

  • New Dynamic Planner review service provides support re MiFID II

    12 June 2019

    Dynamic Planner has launched a new client review service to support adviser firms in meeting MiFID II requirements. Dynamic Planner Elements, designed in close partnership with advice firms, will deliver better informed client review meetings and significantly reduce the time spent on annual client reviews, the firm said. The new service has been in...

  • PlanPlus Global launches software to evidence ongoing suitability

    11 June 2019

    PlanPlus Global has launched new suitability software designed to enable advisers to evidence ongoing investor suitability, in line with regulatory requirements and best practice.  SuitabilityPro: FineMetrica Profiler, generates a suitability score that then maps to an investment portfolio in line with an investor’s risk profile. Advisers can adjust the ‘risk score’ by taking into...