professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

AJ Bell partners with Woven Advice to streamline platform switching

Wrap/platforms

AJ Bell partners with Woven Advice to streamline platform switching

Woven’s system analyses platform and back-office data

clock 16 September 2025 • 2 min read
Could Iress private equity sale finally shake up the back-office world?

Technology

Could Iress private equity sale finally shake up the back-office world?

‘Even if IFAs had the budgets, there is a huge amount of inertia at play here’

clock 12 September 2025 • 5 min read
I know a man who can: Advisers urged to adopt consumer signposting tool

Technology

I know a man who can: Advisers urged to adopt consumer signposting tool

Answer to enquiries from prospective clients’ advisers can’t help

clock 10 September 2025 • 2 min read
Are platform model debates becoming too self-serving?

Wrap/platforms

Are platform model debates becoming too self-serving?

Whoever said platform selection was easy?

clock 10 September 2025 • 3 min read
FCA: No plans for 'extra' AI regulations

Technology

FCA: No plans for 'extra' AI regulations

‘We will rely on existing frameworks’

clock 10 September 2025 • 2 min read
Model Office unveils AI training and competence dashboards

Technology

Model Office unveils AI training and competence dashboards

Launched to help advice firms meet FCA regulations

clock 08 September 2025 • 2 min read
Simon Rogerson: Is artificial intelligence coming for you?

Technology

Simon Rogerson: Is artificial intelligence coming for you?

'AI will disrupt businesses and industries on a massive scale'

clock 04 September 2025 • 4 min read
7IM launches platform reporting upgrade in bid to bring adviser tech up to 'Monzo-era' standards

Platforms

7IM launches platform reporting upgrade in bid to bring adviser tech up to 'Monzo-era' standards

Exclusive: Redesign will be ‘one source of truth’ for advisers after complaints of ‘clunky’ systems

clock 02 September 2025 • 3 min read
Saturn co-founder: AI compliance tools must be backed by human expertise

Your profession

Saturn co-founder: AI compliance tools must be backed by human expertise

‘We need AI and people working together’

clock 26 August 2025 • 3 min read
Carlyle emerges as buyer in Intelliflo takeover deal – report

Technology

Carlyle emerges as buyer in Intelliflo takeover deal – report

Private equity group Carlyle secures ownership of Intelliflo

clock 20 August 2025 • 3 min read
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page