Difficult Quarter for Platforms
According to The Platforum, UK adviser platform assets stood at £164 billion at the close of September, a drop of 4.3 percent. Despite including assets from the new Sippcentre platform in the...
View ArticleLegal & General Launches Cofunds Bid
Legal & General has made an official approach for Cofunds, according to reports. The Sunday Telegraph claims that L&G group head of savings Mark Gregory has submitted a written expression of...
View ArticleAviva: Growing Adviser Confidence Over RDR
Nearly nine out 10 of advisers now say they expect to be in business on 1 January 2013, according to new research from Aviva. The company’s latest Adviser Barometer found that 89 percent of advisers...
View ArticleElevate and Nucleus Top Platforum Leaderboard
AXA Elevate and Nucleus share the top spot on The Platforum Leaderboard, according to the organisation’s latest Adviser Platform Guide. The guide, now in its eighth version, placed Skandia in the...
View ArticleIFA platform satisfaction survey launched
Independent financial research company Defaqto has launched its annual survey of platform users to identify the level of service advisers have received from platform providers in 2011. In particular,...
View ArticleApp technology for IFAs?
SURVEY TECHNOLOGY TAKES THE BURDEN OUT OF CUSTOMER FEEDBACK FOR IFAs AS PART OF TREATING CUSTOMERS FAIRLY Martin Byrne, financial planner (non-investment) at Business Protect believes that the launch...
View ArticleARJENT LAUNCH PORTFOLIO SOLUTIONS
Parmenion today announced that it has partnered with Arjent Limited, to deliver a tailored investment solution – The Arjent Managed Portfolio Solution. The Arjent Managed Portfolio Solution is...
View ArticleForthcoming editorial in February issue:
In addition to the regular high quality news, comment and analysis, highlights in February will include: Property Funds - Kam Patel looks at a troubled sector. Our in-depth review of the category and...
View ArticleApplication, Application, Application,
Versatile new apps for financial advisers on the move are changing the marketplace. Neil Crossley reports. Like many technological buzzwords, it’s difficult to pinpoint the exact moment when...
View ArticleCould an App help your business?
A recent announcement from Hargreaves Lansdown would suggest that it could: Smartphone app is proving a hit with employees managing their pensions: Hargreaves Lansdown is pioneering the use of...
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How can Artificial Intelligence help advisers?
Share this storySue Whitbread takes a look at the Clever Adviser Technology Ltd (Clever) proposition and talks to Clever’s Patrick Boughton and Nicola Cornish about how AI can help advisers deliver...
View ArticleAre you making the right choice?
Share this storyMichelle Hoskin of Standards International shares her thinking on a process which firms can use to select the systems which are most appropriate for their business success There is no...
View ArticleFinancial Planner case study 2 – TFP Financial Planning
Share this storyCasey Mills, of Essex-based TFP Financial Planning, gives some insights into how the firm uses technology on a day to day basis and how it has made a real difference to both the client...
View ArticleHow technology is changing client communication
Share this storySam Turner, Head of Digital at ClientsFirst First there was email. Then came social media. And then came… MiFID II?! Changes to client communication are a hot topic for financial advice...
View ArticleBetter Business – Modern Marketing
Share this storyWith today’s technology presenting so many marketing opportunities, why do financial planning firms find effective marketing to be such a challenge? Brett Davidson of FP Advance gives...
View ArticleGDPR and its implications for advisers
Share this storySteve Andrews, Head of Managed Services at Focus Solutions, shares some practical measures to help you make sure your business complies with the changes ahead There are just a few weeks...
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Financial Planner case study – Magenta Financial Planning
Share this storyWhich aspects of technology are particularly helpful to a financial planning business? Gretchen Betts, Managing Director at Magenta Financial Planning, tells us what works well for the...
View ArticleBetter together
Share this storyMarcus Brookes, Head of Multi-Manager at Schroders, talks to Sue Whitbread about how the combination of Schroders fund management expertise and Dynamic Planner’s risk targeting and...
View ArticleAttitude to risk questionnaires – smart use of technology or baffling science?
Share this storyWith a number of risk profiling solutions on the market, compliance consultant Tony Catt warns of the limitations for those who rely solely on the use of technology to establish a...
View ArticleIntelliflo receives FCA registration to facilitate growth of Open Banking
Share this storyIntelliflo has been authorised by the FCA for registration as an account information service provider. AISP status ensures that Intelliflo can continue to aggregate information from...
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