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Financial advice

Featured posts:
Whose data is it anyway? (and why it matters more than you think)

Whose data is it anyway? (and why it matters more than you think)

Read post Financial advice
CP25/39: Raising the bar on non-advised pension transfers

CP25/39: Raising the bar on non-advised pension transfers

Read post Financial advice
Future-proofing your tech stack: what we learned from the Seccl x Plannr roundtable

Future-proofing your tech stack: what we learned from the Seccl x Plannr roundtable

Read post Financial advice

Financial advice

  • Whose data is it anyway? (and why it matters more than you think)

    Whose data is it anyway? (and why it matters more than you think)

    Read post Financial advice
  • CP25/39: Raising the bar on non-advised pension transfers

    CP25/39: Raising the bar on non-advised pension transfers

    Read post Financial advice
  • Future-proofing your tech stack: what we learned from the Seccl x Plannr roundtable

    Future-proofing your tech stack: what we learned from the Seccl x Plannr roundtable

    Read post Financial advice
  • The mass affluent unadvised: a £250 billion opportunity hiding in plain sight

    The mass affluent unadvised: a £250 billion opportunity hiding in plain sight

    Read post Financial advice
  • Generational wealth: what do changing expectations mean for investments and advice?

    Generational wealth: what do changing expectations mean for investments and advice?

    Read post Financial advice
  • We’ve connected to the Pensions Dashboard – here’s why that matters

    We’ve connected to the Pensions Dashboard – here’s why that matters

    Read post Financial advice
  • Navigating the advice-guidance boundary: the FCA's plan for targeted support

    Navigating the advice-guidance boundary: the FCA's plan for targeted support

    Read post Financial advice
  • 12 months on… reflections on a first year as CEO

    12 months on… reflections on a first year as CEO

    Read post Financial advice
  • Lost in labels... some hard truths amid the noise

    Lost in labels... some hard truths amid the noise

    Read post Financial advice
  • “Only the paranoid survive” – a word on complacency in the platform market

    “Only the paranoid survive” – a word on complacency in the platform market

    Read post Financial advice
  • Putting hybrid advice into practice: the JustFA platform

    Putting hybrid advice into practice: the JustFA platform

    Read post Financial advice
  • The CEO interview - David Ferguson on personal ambitions, the future of Seccl and the evolution of the platform market

    The CEO interview - David Ferguson on personal ambitions, the future of Seccl and the evolution of the platform market

    Read post Financial advice
  • An unhappy marriage? The case for a new adviser-platform relationship

    An unhappy marriage? The case for a new adviser-platform relationship

    Read post Financial advice
  • Innovations, automations and operational efficiency: the future of wealth management

    Innovations, automations and operational efficiency: the future of wealth management

    Read post Financial advice
  • Efficient tech and great customer service... the winning combination

    Efficient tech and great customer service... the winning combination

    Read post Financial advice
  • A year of digital wealth – what's the state of the market?

    A year of digital wealth – what's the state of the market?

    Read post Financial advice
  • Vanguard’s success in the UK market – an aspirational tale for advice firms?

    Vanguard’s success in the UK market – an aspirational tale for advice firms?

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  • Are in-house platforms more expensive? With today’s tech, quite the opposite...

    Are in-house platforms more expensive? With today’s tech, quite the opposite...

    Read post Financial advice
  • Private equity needs to avoid the pitfalls of the past

    Private equity needs to avoid the pitfalls of the past

    Read post Financial advice
  • Embracing technology – the P1 Platform story

    Embracing technology – the P1 Platform story

    Read post Financial advice
  • Operational efficiency – what’s the big deal?

    Operational efficiency – what’s the big deal?

    Read post Financial advice
  • “We’ve failed  a generation” – why the financial advice gap exists, and how we can  bridge it

    “We’ve failed  a generation” – why the financial advice gap exists, and how we can  bridge it

    Read post Financial advice
  • Advisers Assemble! Why more advisers and DFMs are choosing to operate their own platform

    Advisers Assemble! Why more advisers and DFMs are choosing to operate their own platform

    Read post Financial advice
  • Introducing our API Academy: upskilling financial advisers and investment professionals

    Introducing our API Academy: upskilling financial advisers and investment professionals

    Read post Financial advice
  • New Consumer Duty – how firms can accommodate ‘vulnerable’ customers, and why it matters

    New Consumer Duty – how firms can accommodate ‘vulnerable’ customers, and why it matters

    Read post Financial advice
  • New age tech – a back office revolution? Watch our panel discussion with FTAdviser

    New age tech – a back office revolution? Watch our panel discussion with FTAdviser

    Read post Financial advice
  • The boom in investment ‘side hustles’ is a golden opportunity for advisers

    The boom in investment ‘side hustles’ is a golden opportunity for advisers

    Read post Financial advice
  • From bank to market in under 10 seconds: our new instant deposit functionality

    From bank to market in under 10 seconds: our new instant deposit functionality

    Read post Financial advice
  • Choosing a tech provider – what you need to know

    Choosing a tech provider – what you need to know

    Read post Financial advice
  • Platform transfers prove our industry needs a spring clean…

    Platform transfers prove our industry needs a spring clean…

    Read post Financial advice
  • Bringing transparency to platform transfers

    Bringing transparency to platform transfers

    Read post Financial advice
  • Webinar | How and why to operate your own adviser platform

    Webinar | How and why to operate your own adviser platform

    Read post Financial advice
  • Introducing our time-saving drawdown illustration tool

    Introducing our time-saving drawdown illustration tool

    Read post Financial advice
  • Entrepreneurial advisers will learn lessons from lockdown

    Entrepreneurial advisers will learn lessons from lockdown

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  • Doing drawdown digitally... our paper-free pension

    Doing drawdown digitally... our paper-free pension

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  • Has lockdown made you rethink your technology?

    Has lockdown made you rethink your technology?

    Read post Financial advice
  • Podcast | The future of tech in wealth management

    Podcast | The future of tech in wealth management

    Read post Financial advice

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