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.


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.


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.


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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