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Use of Centralised Retirement Propositions almost doubles following thematic review, finds Wealthtime and Copia

Research by Wealthtime and Copia Capital reveals an increasing number of financial advisers are changing their retirement propositions following the FCA’s focus on retirement income advice. A survey of financial advisers in January as part of Wealthtime and Copia’s Rethinking Retirement: Changing Gear? report before the publication of the thematic review, revealed that just 17% […]

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Wealthtime pioneers innovative business transformation through agreement with Wipro and GBST

Wealthtime, the adviser-focused platform business, has agreed a partnership with Wipro (NYSE: WIT, BSE: 507685, NSE: WIPRO), a leading technology services and consulting company, and its global technology partner GBST to deliver a market leading, digital-first platform and innovative customer-centric service offering. The move supports the group’s long-term growth ambitions and draws on Wipro’s extensive […]

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Wealthtime report reveals generational divide between seasoned advisers and newcomers

For Professional Advisers only A research report published today by adviser platform Wealthtime, explores the topic of succession planning for advice firm owners and whether the current adviser business model meets the needs of future advisers.  Succession planning in an age of employees is the first of two reports published by Wealthtime in partnership with […]

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