Technology

        We will survive trail switch-off, declare 'stoic' advisers

        Professional Adviser | 12 Sep 2014 | 13:17

        The vast majority of advisers have faith they will adapt successfully to a world without trail commission, but one in ten say it could mean they cease trading, according to a survey.

        derek-bradley-2
        talent-search

        Technology or bust? How to access the consumers of the future

        Engaging the younger generation has never been more important - and difficult - for the financial services industry. Richard Ardron offers his tips on how to get it right...

        Professional Adviser | 12 Sep 2014 | 11:30
        jon everill

        FundsNetwork: Number of UK platforms will halve in next decade

        Investors will find their choice of platforms has halved in as little as ten years’ time, according to FundsNetwork advisory services head Jon Everill.

        Retirement Planner | 10 Sep 2014 | 11:45

    Other Technology articles

      jon everill

      FundsNetwork to offer bulk clean price switch to advisers from January

      Advisers using FundsNetwork may convert clients to funds' clean share classes en masse from January 2015, the platform has said.

      Professional Adviser | 08 Sep 2014 | 13:31
      cox-danny-hargreaves-lansdown

      A rival to Nutmeg? Under the bonnet of Hargreaves' D2C discretionary service

      Hargreaves Lansdown is taking aim at the low-end direct-to-consumer (D2C) discretionary market after announcing plans to unveil a portfolio management service in 2015 with a minimum investment below £10,000.

      Professional Adviser | 03 Sep 2014 | 12:37
      gorham-ian

      Hargreaves awaits 'guidance' clarity as assets near £47bn

      Hargreaves Lansdown has reported a record pre-tax profit of £209.8m for the year to 30 June after it weathered the impact of changes to its charging model and falling returns on cash.

      Professional Adviser | 03 Sep 2014 | 08:13
      bill-vasilieff

      Novia takes stake in wealth business to boost DFM service

      Wrap platform Novia has formed a strategic partnership with Tavistock by teaming up with Cocoon Investments to acquire a £250,000 stake in the business.

      Professional Adviser | 01 Sep 2014 | 08:48
      Social Media Sharing

      'Social media charter' for financial services firms launches

      A 'charter' for financial services firms using social media has launched weeks after the regulator published guidelines on how to communicate compliantly on platforms such as Facebook and Twitter.

      Professional Adviser | 27 Aug 2014 | 12:47
      stockmarketboards

      IMA: Tracker funds net retail sales highest on record at £532m

      Tracker funds saw net retail sales of £532m in July, the highest level since Investment Management Association (IMA) records began twenty two years ago.

      Professional Adviser | 27 Aug 2014 | 10:18
      fca

      FCA to meet with TISA as trade body sends re-reg reminder

      The regulator is set to meet members of the Tax Incentivised Savings Association (TISA) to discuss re-registration rules, with the trade body reiterating to platforms best practice guidelines when dealing with super clean share classes after issues arose recently.

      Professional Adviser | 22 Aug 2014 | 10:53
      aegon-logo

      Aegon creates head of D2C role in reshuffle

      Aegon UK has given the role of managing director of its direct to consumer service Retiready to David Beattie, as part of a management reshuffle.

      Professional Adviser | 22 Aug 2014 | 08:16
      ferguson-david-nucleus-2

      Nucleus inflows drive half-year profits to £1m

      Wrap Nucleus saw £725m of inflows in the six months to 30 June, with profits jumping 85% as the platform grew its market share.

      Professional Adviser | 21 Aug 2014 | 13:34
      blogging

      How to be a brilliant blogger (by brilliant bloggers)

      Want to get your voice heard - and listened to - online but not sure how to go about it? Laura Miller speaks to the industry's best loved bloggers to find out what works, what doesn't, and why it matters.

      Professional Adviser | 21 Aug 2014 | 12:51
      profits

      Raymond James cements return to profit

      Advisory and wrap business Raymond James Investment Services has consolidated its return to profit, generating almost £235,000 in 2013.

      Professional Adviser | 21 Aug 2014 | 10:13
      eva-rossmar

      How safe is it really? Five steps to choosing the best digital client management platform

      A wealth of sensitive information is shared in the financial advice industry, making security paramount. Eva Rossmar offers her tips on how to find the most effective solution...

      Professional Adviser | 19 Aug 2014 | 12:38
      phil-loney-in-jacket

      Royal London pre-tax profit drops 45% as pension charge cap bites

      Royal London has reported a 45% slump in pre-tax profit in H1, pointing to regulatory charges as a key contributor, while its wrap platform Ascentric saw new business slide 20%.

      Professional Adviser | 19 Aug 2014 | 10:11
      mark-polson

      Tech Review: Mark Polson explores Novia's Report Zone

      Professional Adviser's technology columnist Mark Polson promised no 'zone' puns in this review on Novia's adviser reporting tool - but he didn't get to write the headline...

      Professional Adviser | 18 Aug 2014 | 13:19
      Standard Life group FD Jackie Hunt is number 47 on 2011 Power List

      Prudential plans UK platform push as part of £100m expansion

      Prudential is planning to move into the platform space as part of a drive to diversify its business, the company has told analysts.

      Professional Adviser | 18 Aug 2014 | 11:55

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