TISA has completed the first phase of its project to deliver an Open Savings and Investment infrastructure, which will enable consumers and help them improve their financial wellbeing.

Investment management firm Walker Crips Group has launched EnOC Technologies (EnOC), a new company providing cloud-based regulation software to the wealth management industry.

A new global study on the banking behaviour of people born between 1981 and 1996 has revealed that millennials were snubbing wealth managers in favour of fintech.

Timeline has revealed a two-way integration with Intelliflo’s adviser back-office system Intelligent Office.