Huge variation in advisers’ client risk assessments
- Tuesday, 25 May 2021
- Articles
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.
Read more...Hubwise and moneyinfo upgrade report delivery
- Friday, 14 May 2021
- Articles
The Hubwise platform and fintech moneyinfo have signed a deal to provide automatic delivery of Hubwise platform reports to advisers’ clients.
Read more...Only 1 in 3 advisers use cashflow tools with all clients
- Wednesday, 06 January 2021
- Articles
Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.
Read more...Moneyinfo launches smartphone app for advisers
- Wednesday, 16 December 2020
- Articles
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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