Huge variation in advisers’ client risk assessments

Financial advisers show a huge variation in how they assess client risk tolerance with some putting the same 'imaginary' client at different ends of the risk spectrum, according to a new study.

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Hubwise and moneyinfo upgrade report delivery

The Hubwise platform and fintech moneyinfo have signed a deal to provide automatic delivery of Hubwise platform reports to advisers’ clients.

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Only 1 in 3 advisers use cashflow tools with all clients

Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.

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Moneyinfo launches smartphone app for advisers

Fintech Moneyinfo has launched a smartphone app which gives advisers access to Moneyinfo back office tools and allows them to communicate with clients via their smartphones.

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