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Ilana Miller: Can Gestalt help close the advice gap?
In this Guest Column for Financial Planning Today, Ilana Miller, investment lead, distribution at Royal London, looks at some potential answers to the advice gap.
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Budget: Planners expect 'complex advice' demand to rise
Financial Planners have mostly reacted with relief to the Budget but many have predicted the numerous taxation changes will fuel demand for advice.
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Intelliflo adds 300 ‘customer-led’ updates
Intelliflo, the cloud-based tech platform for financial advisers, has added 300 updates to its system over the past two years after feedback from customers.
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Platform engine Bravura returns to profit
Platform engine and fintech Bravura Solutions has returned to making a net profit after tax following a year of mass cost-cutting exercises.
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Selectapension adds MPS data feed
Pension and investment planning software firm Selectapension has added a managed portfolio service (MPS) data feed within its pension, investment and cashflow tools.
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Cashflow modeller Voyant pairs with Oxford Risk
Financial Planning and cashflow modelling software provider Voyant has partnered with behavioural finance firm Oxford Risk to integrate their products.
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Guest Column: Income Sustainability and Cash Flow questions
Craig Muir, senior pensions technical manager at Royal London for Advisers, looks at the implications of the recent FCA thematic review on retirement income advice and the changes it may spur.
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Rosemount Financial Solutions partners with 7IM
Financial Planning network Rosemount Financial Solutions has entered into a 'strategic partnership' with platform and investment manager 7IM.
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Intellifo links with fintech to launch generative AI
Adviser fintech and back office provider Intelliflo has linked with fintech firm Aveni.ai to launch a integrate generative AI service which the two firms say could revolutionise financial advice workflow and compliance.
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Saltus adds FinCalc digital Planning tools
Wealth manager Saltus has partnered with fintech FinCalc to develop a range of digital tools for its clients and advisers.
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Timeline unveils adviser platform with 0.15% fee
Fintech and investment provider Timeline has launched its own adviser platform promising a platform fee of a typical 0.15%.
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Plannr integrates with Söderberg and Selectapension
New adviser CRM Plannr Technologies, a fintech a quarter owned by Fintel, has announced partnerships with Söderberg & Partners and Selectapension.
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Chartered Planner launches advice service for ‘TikTok’ generation
Cheshire-based Equilibrium Financial Planning has launched a lower cost, ‘lighter touch’ Financial Planning service for the ‘You Tube’ and ‘TikTok’ generation of younger adults beginning to build wealth.
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SimplyBiz offers Defaqto Engage free to member firms
Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.
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GBST adds enhanced modelling to WealthConnect
Platform fintech GBST has added enhanced modelling to its cloud-based solution for Financial Planners, WealthConnect.
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Defaqto expands Engage as ‘all in one’ Planning package
Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
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ValidPath launches £100,000 loan facility for ARs
Adviser network ValidPath has launched a £100,000 loan facility to help established adviser firms wanting to leave their current network who feel shackled by so-called 'golden handcuff' deals.
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Column: Has planning failed? A former planner's view
Recently Financial Planning Today editor Kevin O'Donnell posed the questions whether Financial Planning has failed to reach a wide market. Former Financial Planner Mike Middleton, now running a coaching and retirement planning business, responds in...
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Editor’s Comment: The generation game
There’s been a lot of coverage lately on how older generations, particularly the better off and HNW clients, are helping out younger generations by funnelling cash to hard-pressed family members.
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FinCalc adds goals tools to Cashflow software
Fintech FinCalc has added a tool which will provide cashflow and retirement goals to its Cashflow product.
Assuming cashflow is required, the following results were found.
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