Latest News
Tenet launches social media promotion for advisers
Adviser support group Tenet has launched a social media framework for its advisers, Helen Turner has announced.
Providers need to focus on technology: Intelliflo
Advisers will start to “vote with their keyboards” if providers do not engage better with technology, Peter Jordan, has warned.
FCA introduces sunset clause for legacy rebates
Platforms will be forced to move to fee charging structure for legacy business within three years.
Positive Solutions partners with LifeQuote
PosSol partners will have access to LifeQuote’s range of adviser tools under new deal.
Call for ‘zero per cent’ shares on eve of FCA rebate ruling
BlackRock retail head says single class without headline price would mitigate re-registration issues.
TP launches ‘user-friendly’ platform update
Advisory network True Potential has begun rolling-out the latest version of its platform, which will “put advisers and investors first”, according...
Analysis & Opinion
Web engagement will boost sales: FSB
Small firms risk being uncompetitive by not having their own website, according to a report by the Federation of Small Businesses.
Distribution Technology to risk profile Russell range
Asset management firm Russell Investment has partnered with fund risk-profiling specialist Distribution Technology to risk profile its fund range.
Plenty of work to do for the journey of transformation
The FCA’s policy statement on platform rebates puts an increasing burden on advisers
So, FCA, is this really what you wanted?
Transparency is laudable, but the reality could be higher costs for lower-value clients and a drive away from advice.
More on Technology for Advisers
Guide to Picking a Platform Post-RDR
Platform pricing guidance has yet to be delivered by the new financial authorities.
1hr
Technology - February 2013
Technology has become such a pervasive presence in all our lives that it can almost be taken for granted. But the changes that occur are happening...
Seller beware: Warnings galore from newly-crowned FCA
Week in Brief: FCA eyes unauthorised firms, bulks out its budget and confirms a date for the platform paper.
Fos targeting advisers, while FSCS (for once) does not
Week in Brief: Headlines were dominated by continued anger at seeming anti-adviser bias at Fos.
Recent Articles
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May 02, 2013Product review: Informed Choice Direct
Investment platform from wealth managers allows clients to invest direclty on a DIY basis
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May 01, 2013
JPM launches calculator to aid income solutions
JP Morgan Asset Management has launched a calculator tool for advisers that uses personalised inputs to reveal the impact of inflation on the value...
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May 01, 2013
Holloway system upgrade aimed at helping advisers
Income protection company Holloway Friendly has upgraded its IT system to make quotations and applications quicker and easier for advisers.
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From Investments| Apr 25, 2013Aviva’s Integrated platform attracting new advisers
Advertorial: Platform providing advisers with the right level of support to enable them to meet client needs.
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From Special Report: Wraps and Platforms - April 2013| Apr 24, 2013Extra clean, extra chaos
Legacy is a word that strikes terror into the hearts of fund managers and insurers. Someone has a good idea – an idea that the customer will love,...
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From Special Report: Wraps and Platforms - April 2013| Apr 24, 2013Convert and re-register
The regulator’s policy statement PS11/9 has been in force for over three months now. That is the policy statement that requires platforms to permit...
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Ashley WassallonInvestments| Apr 19, 2013
Platform ‘superclean’ debate is not about client interests
Larger platforms, smaller wraps and fund management groups are all simply worried about business models.
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FTAdviser BlogonRegulation| Apr 12, 2013
Seller beware: Warnings galore from newly-crowned FCA
Week in Brief: FCA eyes unauthorised firms, bulks out its budget and confirms a date for the platform paper.
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Companies & People| Apr 12, 2013
Aviva opens platform to registered website users
Registered users of Aviva for Advisers will gain free access to Aviva’s platform proposition.
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From Investments| Apr 11, 2013Ascentric expects 2013 profit dip on further investment
Profit for 2012 substantially up on the previous year at £1.8m as platform reaches “critical mass”.