Ex-regulator’s risk tool guide highlights limitations
- Tuesday, 12 September 2017
- Articles
Former FCA technical specialist turned consultant Rory Percival, a Chartered Financial Planner, has today published his long-awaited guide to risk-profiling tools.
Read more...Financial Planning tools firm hires ex-CEO of James Hay's parent
- Tuesday, 02 May 2017
- Articles
The ex-chief executive of James Hay’s parent company IFG Group has been unveiled as the new CEO at Financial Planning tools provider EValue.
Read more...New investment platform for advisers launched
- Monday, 21 November 2016
- Articles
Two tech firms are joining forces to launch a new investment platform for advisers aimed at targeting 5 million people lacking access to financial advice.
Read more...'Like the car, we'll wonder how we coped without robo advice'
- Wednesday, 22 June 2016
- Articles
People will wonder in future how we could ever have managed without robo advice – in the same way we think about the motor car.
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