Ex-regulator’s risk tool guide highlights limitations

Former FCA technical specialist turned consultant Rory Percival, a Chartered Financial Planner, has today published his long-awaited guide to risk-profiling tools.

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Financial Planning tools firm hires ex-CEO of James Hay's parent

The ex-chief executive of James Hay’s parent company IFG Group has been unveiled as the new CEO at Financial Planning tools provider EValue.

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New investment platform for advisers launched

Two tech firms are joining forces to launch a new investment platform for advisers aimed at targeting 5 million people lacking access to financial advice.

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'Like the car, we'll wonder how we coped without robo advice'

People will wonder in future how we could ever have managed without robo advice – in the same way we think about the motor car.

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