Story by: David Pawsey, Financial Adviser
Advisers should be extremely selective in the providers they deal with in order to provide the most efficient service for their clients, according to Fortis Life UK.
Bluefin has chosen Truth, Prestwood's financial planning software product, to be used across its wealth management division.
The London-based Master Adviser IFA has teamed with Ascentric to provide the wealth manager's wrap platform following an 18 month review of the market.
LV= Asset Management's aggressive expansion into the retail market was given a further boost today (1 July) after it was confirmed that LVAM's multi manager funds will be added to the Cofunds platform.
Nucleus is planing a rights issue to raise approximately £3m to clear its debt to Sanlam, the South African insurer, and the firm's biggest shareholder.
Almost nine out of 10 IFAs have admitted they do not have a secure email system in place despite using the medium to send personal, sensitive and confidential data.
The Financial Services Authority (FSA) has asked for feedback on whether it should shake-up up the way it regulates wraps and fund supermarkets.
Friends Provident International has added extra functionality to the Dynamic Portfolio Planner international, its online portfolio planning tool.
Philip Martin, business director of Nucleus, has announced his departure from IFA-owned and controlled wrap platform.
Nucleus is planing a rights issue to raise around £3m in order to clear its debt Sanlam, the to South African insurer and the firm's biggest shareholder.
Platforms offer IFAs plenty of solutions to servicing their clients and running their businesses, but some challenges remain
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When most people think of a financial adviser, they think of ‘the man from the Pru’: ear...