Platform and retirement provider Embark has enhanced its Embark Platform to improve service for Financial Planners and advisers.

Financial software provider EV has added automated links to risk-rated model portfolio ranges for its EVPro Financial Planning tool for advisers.

Schroders Personal Wealth, the joint venture Financial Planning arm of Schroders and Lloyds Bank, has appointed Graham Bastin as its new chief technology officer (CTO).

Delays in getting responses to letters of authority (LOA) and transfers are causing a headache for Financial Planners who are seeing client engagement levels drop as a result, according to a new report.