Technology

        SIPP provider to launch on-platform DFM panel

        Professional Adviser | 30 Jan 2015 | 10:09

        A self invested personal pension (SIPP) provider is to launch a panel of discretionary fund managers (DFM) on its platform in a bid to satisfy what it said is adviser demand.

        james hay
        brett-williams-2

        Blog: Now is the time to get back office systems up to speed

        Pensions freedom sounds like a boon for financial planners but giving advice has never been more risky, writes Brett Williams

        Professional Adviser | 29 Jan 2015 | 12:14
        brucemoss

        Stochastic models: The need for greater transparency

        Stochastic models are highly useful but shrouded in mystery. Something that has to change, writes Bruce Moss

        Professional Adviser | 29 Jan 2015 | 12:00

    Other Technology articles

      Roman soldiers

      Blog: What did the Romans ever do for us? Part I

      Nick Lee, who is clearly a big Monty Python fan, shares his insights on the Roman origins of the sunset clause…

      Professional Adviser | 29 Jan 2015 | 10:25
      eatock-nick-1

      Intelliflo makes FE Analytics available through Intelligent Office

      Intelliflo has added FE Analytics to its Intelligent Office business management system.

      Professional Adviser | 28 Jan 2015 | 13:48
      old-new-handshake

      Succession snaps up advice firm for £3m

      National advice firm Succession has bought Reading-based adviser Finch Financial Services for £3m, marking the completion of its 12th acquisition.

      Professional Adviser | 26 Jan 2015 | 12:54
      Photo of Caspar Rock of Architas

      Distribution Technology models ‘catching up’ after adding high yield

      Distribution Technology (DT), a provider of risk profiling tools to hundreds of adviser firms, has introduced high yield bonds to eight of its ten risk models for the first time.

      Professional Adviser | 26 Jan 2015 | 12:46
      alistair-wilson-zurich

      Zurich expands platform to include first DFMs

      Zurich has expanded its platform offering to include a discretionary fund management service for the first time.

      Professional Adviser | 23 Jan 2015 | 13:08
      ian-taylor-transact

      Transact cuts fees for mid-market clients

      Transact is to cut platform fees for client portfolios of between £180,000 and £300,000 in an attempt to attract new business.

      Professional Adviser | 19 Jan 2015 | 12:45
      hugo-thorman

      Ascentric cuts fees in pricing overhaul

      Ascentric has introduced an inclusive platform charge as it moves to give advisers more charging options for their clients.

      Professional Adviser | 15 Jan 2015 | 15:56
      alistair-wilson-zurich

      Tax planning opportunities to soar post-April as hesitant retirees make income choice - Zurich

      Maximising retirees’ tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich’s Alistair Wilson has said.

      Professional Adviser | 15 Jan 2015 | 15:50
      hugo-thorman

      Ascentric's Thorman sets exit date after Royal London buyout

      Ascentric managing director Hugo Thorman is to leave the firm this summer following Royal London's buyout of the platform's minority shareholding in the business.

      Professional Adviser | 13 Jan 2015 | 17:38
      loosmore-mark

      What New Year's Eve fireworks teach us about adviser tech

      With 2015 having started with the now traditional ‘bang' across the skies of the UK, Mark Loosmore takes a look at how the use of technology is helping deliver eye-catching results for clients.

      Professional Adviser | 13 Jan 2015 | 11:07
      huddart-terry

      Cheap as (soggy) chips: Assessing the superclean paradox

      As debate around the pricing of preferential funds on a number of platforms continues, Terry Huddart delves into the findings of a recent study into the hot topic...

      Professional Adviser | 12 Jan 2015 | 09:35
      malcolm-streatfield

      Lighthouse rolls out low-cost online advice service

      Listed advice firm Lighthouse Group has teamed with a discretionary investment manager to create a 'cost-effective' focused investment advice service to be delivered online.

      Professional Adviser | 09 Jan 2015 | 07:55
      money-bag-collateral-waters-july2014

      Warning over adviser probate fee cut-off in clean share classes

      Advisers could lose thousands of pounds in probate fees as platform funds are being converted to clean share classes, which don’t support ongoing trail payments upon client death.

      Professional Adviser | 08 Jan 2015 | 12:11
      ian-taylor-transact

      Transact considers IPO after suitors withdraw

      Transact has stated its intention to float following its failure to secure a buyer last year.

      Professional Adviser | 07 Jan 2015 | 13:02
      hannant-chris

      APFA calls for clarity from FCA on social media rules

      An adviser trade association is calling on the regulator to ensure its final guidance on using social media channels is clear after a poll of members suggested more than a third were unaware the watchdog was looking into the issue.

      Professional Adviser | 06 Jan 2015 | 11:38
      luis-suarez

      Suarez, selfies and CIPs: A year in review

      There was more to 2014 in financial services than pensions freedom, wasn't there? David Thompson looks back on a busy year, and whether the flurry of changes worked.

      Professional Adviser | 18 Dec 2014 | 12:38
      electronic-circuit-board-and-head

      TISA Exchange lauds progress as two-minute transfers reported

      TISA Exchange, the ‘contract club’ launched almost two years ago to facilitate the electronic transfer of assets between platforms, has reported on its "incredible" progress, pointing out transfers that previously took up to three months have on occasion completed within two minutes.

      Professional Adviser | 16 Dec 2014 | 09:44

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