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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Adviser numbers rise 4% since RDR and FAMR

Financial adviser numbers have risen by 1,400 (4%) since the Retail Distribution Review (RDR) and the Financial Advice Market Review (FAMR), ending years of decline.

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53% of adviser staff say remote working is permanent

Just over half of staff working at financial advice firms believe remote working is becoming a permanent way of doing business, according to a new survey.

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