Industry trade body Tisa has named former Fidelity FundsNetwork boss David Dalton-Brown as director general.
It is impossible for IFAs to do whole-of-market analysis of models portfolios due to opaque and inconsistent data, a Lang Cat and CWC Research report argues.
The first range of UK target date funds has been launched by the Axa Group and BirthStar.
Developments to Personal Finance Portal “mark a major change of direction” for the back-office provider.
Despite views to the contrary, simplified advice does have a place in the market. It is just a matter of getting it right.
The “Snog, Marry or Avoid” of the UK retail investment industry.
Founder of The Platforum hands out industry accolades (and recriminations) as she looks back on 2014.
The challenge faced by advisers is increasingly a matter of who will actually take a scheme for any given employer.
Adviser firm Alexander House is taking cloud computing to another level, with impressive results.
It is a common misconception that wealthy clients do not use technology
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Intelliflo appears to have cracked the issue of how to deliver digital relationships that complement traditional services.
With just over a year to go until the transition, it is worth taking stock of the rules around taxation
Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance
The next phase of Barclays’ evolution will see it building its own platform technology with FNZ