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  • FinoComp founder to step down

    Ray Tubman

  • Planners lack tech skills says NextWealth

    Barriers to technology adoption by Financial Planners according to NextWealth

  • Defaqto adds fund analysis tools to Engage

    Defaqto Engage

  • 7 in 10 advice firms have increased tech spend

    FE fundinfo surveyed 200 UK-based financial advisers in November and December.

  • Investors lose £25m to 'screen sharing' scammers

    An FCA survey found that 47% of investors would not see a request to use software of an app to access their device as a red flag.

  • Investment Association launches lost assets tool

    Chris Cummings, CEO of the Investment Association, said a quick check can reunite consumers with long forgotten investments

  • FinCalc adds two-way integration with Iress Xplan

    FinCalc's website

  • Planner firm launches open banking-powered app

    The Academy of Life Planning is a global network of non-intermediating Financial Planners.

  • FNZ invests in ESG impact data firm

    FNZ's HQ

  • Fidelity launches AI-driven software for Planners

    Jackie Boylan, head of Fidelity Adviser Solutions

  • Evelyn adds tech specialist to board in digital push

    Kjersti Wiklund

  • SJP upgrades financial crime defence

    The addition of the financial crime AI-enhanced solution is the latest in a series of technology updates for SJP.

  • Planner adoption of new tech stalls

    Only 13% of financial advisers are planning on making technology changes in the next 12 months.

  • Letter of authority delays frustrate Planners

    he Langcat interviewed 40 Financial Planners and supplemented this with an online survey of 146 financial advice firms

  • Schroders Personal Wealth hires new CTO 

    Schroders Personal Wealth

  • EV adds automated MPS links to Financial Planning tool

    EVPro's modules

  • Embark enhances its adviser platform

    Jackie Leiper, Embark chief executive

  • Technology costs rise ahead of Consumer Duty

    Investment in technology is rising

  • FCA plans to regulate AI and big tech

    FCA HQ

  • Fintel acquires Competent Adviser

    Fintel's website

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