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Follow the UK and give advice clearer labels - Professional Planner

Three consulting firms have joined forces on a submission to the Quality of Advice Review, highlighting the need to follow the UK’s regulatory model of clearly labelling the difference between restricted advice and independent advice models.

Milestone research to examine advisers evolving technology needs

Investment Trends will join forces with an independent global technology consultancy to deliver new research into financial services technology. Alongside Finura Group, Investment Trends share the b

Investment Trends, Finura Group partner

Investment Trends will join forces with Finura Group to deliver quantitative research for clients who want deeper insights into financial services technology.

Investment Trends announces partnership with Finura Group

Industry market research firm, Investment Trends, and global technology consultancy, Finura Group, are working together to deliver quantitative research on digital technology in financial services.

Data talent shortage imminent at advisories

The makeup of staff in advisories will need to radically change as more affordable cloud-based computing speeds up the advice generation process, according to Finura Group.

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