Financial planning technology start-up, iFactFind, has upgraded its digital fact-find solution, adding a mini fact-find and functionality to support efficiency and the de...

Digitalisation is only growing in importance for clients, writes Alexandra Cain, so it is vital that advisers work out how they can implement it in their practices....

Advisers need not wait for a ‘holy grail’ technology solution as there are plenty of specialised software solutions out there that can drive efficiency in firms, accordin...

With a large proportion of financial advisers having now completed the FASEA exam, Alexandra Cain asks whether advisers who passed found it worthwhile?...