Mabel Insights has teamed up with technology solutions provider Intelliflo to help advisers more efficiently compare model portfolios and multi-asset funds.
As 2023, a year of financial volatility, industry-changing regulations, and geopolitical turmoil, draws to a close, PA speaks to four financial services experts on the key concerns haunting the financial advice community this Halloween.
Fidelity Adviser Solutions has completed its latest integration with Origo Integration Hub, which is expected to provide “greater and more direct access to client data”.
Four pension providers have been awarded a ‘gold’ rating in the open finance category in the third annual financial wellness ratings for workplace pension providers.
As we enter the Consumer Duty era, and the need for regulated firms to 'avoid foreseeable harm' to consumers, Nick Eatock believes cashflow planning will become even more important.