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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

From Regulation| Oct 28, 2014

Individual guidance ‘central’ to Project Innovate success

Stakeholders critical of regulatory complexity and cost with keeping up with changes.

From Regulation| Oct 28, 2014

Regulator launches Project Innovate hub

Resource setup to support businesses with innovations that can bring benefits to the end consumer.

Companies & People| Oct 27, 2014

Sippcentre rebrands as AJ Bell Investcentre

Website and back office systems also upgraded ahead of enhancements to platforms tools.

From Investments| Oct 27, 2014

Ascentric delays replatforming to Q4 2015

The platform originally said it was going to replatform in Q3 2015 but this date has now been pushed back.

From Investments| Oct 24, 2014

Trackers outpacing ETFs in adviser passive push

Exchange-traded fund use on the up, but many IFAs unconvinced by benefits over traditional passives.

Oct 21, 2014

FinaMetrica launches scaled down risk tool for small clients

Threesixty Services deems new service “the best risk profiling solution currently available”.

Analysis & Opinion

Interview| Oct 30, 2014

Firing Line: Andrew Walsh

Andrew Walsh, chief executive of Iress, who oversaw £210m takeover of Avelo, talks to Melanie Tringham about how size matters if clients are to be...

The decline and fall of platforms?

Oct 29, 2014

The decline and fall of platforms?

Platforms may face competition from surprising sources; they should adapt to survive, says Mark Polson.

Oct 23, 2014

Two-thirds of UK businesses disrupted by spam attacks

Most companies have spam policies but 79 per cent of them rely on their employees not opening malicious emails that have got past the filter

Oct 15, 2014

’Pot-follows-member’ challenges ahead

The safe and speedy electronic transfer of clients’ pension assets is worth fighting for

Recent Articles
  1. Aegon launches adviser guaranteed income tool
    Oct 15, 2014

    Aegon launches adviser guaranteed income tool

    Simulator designed to help advisers easier explain guaranteed income options to at-retirement clients.

  2. Pension cash transfers to treble in 2014
    From Pensions| Oct 15, 2014

    Pension cash transfers to treble in 2014

    Tisa estimates industry costs from pension transfers and consolidation will amount to tens of millions of pounds during 2015.

  3. Blackrock launches adviser tool to drive income investment
    Oct 15, 2014

    Blackrock launches adviser tool to drive income investment

    Firm’s head of retail warns against dangers of cash saving and relying on property price inflation.

  4. Ratesetter launches adviser portal
    From Investments| Oct 13, 2014

    Ratesetter launches adviser portal

    The organisation has 23 IFAs on the portal and another 20 waiting for approval.

  5. Electronic transfers and re-registrations continue to rise
    From Pensions| Oct 13, 2014

    Electronic transfers and re-registrations continue to rise

    Transfer volumes up by 10 per cent since the start of the second quarter.

  6. Nest set to open doors to advisers
    Companies & People| Oct 10, 2014

    Nest set to open doors to advisers

    Upgrade will mean intermediaries can set themselves up and view all of their employer relationships.

  7. Cost uncertainty is biggest barrier to advice: PFS
    Oct 09, 2014

    Cost uncertainty is biggest barrier to advice: PFS

    Uncertainty around costs is one of the biggest barriers to advice, says PFS chief executive.

  8. Restricted national backs outsourcing to boost growth
    Oct 08, 2014

    Restricted national backs outsourcing to boost growth

    Managing director predicts half of adviser population will be in some sort of restricted deal in next few years.

  9. Hornbuckle digital move will uncover legacy errors
    Oct 08, 2014

    Hornbuckle digital move will uncover legacy errors

    Tax relief misclaims now being corrected.

  10. Novia partners with Iboss investment service
    From Investments| Oct 07, 2014

    Novia partners with Iboss investment service

    White-labelled portfolio management service will be available on wrap from November.

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