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

        Professional Adviser | 19 Aug 2014 | 12:38

        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...


        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

        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

    Other Technology articles

      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

      Which platforms excel at adviser service? You decide...

      Financial advisers are being invited to vote for the platforms they believe over-deliver (or at the very least properly deliver) on service.

      Professional Adviser | 14 Aug 2014 | 15:19

      You can’t put the (social media) genie back in the bottle

      The FCA’s attempts to regulate social media and financial services are mildly confusing and more than a little impractical, writes Derek Bradley

      Professional Adviser | 14 Aug 2014 | 14:39

      Aegon UK earnings jump but auto-enrolment charge cap cost of up to £25m a year looms

      Aegon UK has said that it estimates the charge caps for auto-enrolment business will cost it between £20m to £25m a year, as it reported a 30% rise in pre-tax earnings for the second quarter.

      Professional Adviser | 14 Aug 2014 | 09:04

      Hargreaves cuts minimum investment level as it targets lower net-worth clients

      Hargreaves Lansdown is reducing the minimum investment required to open an account from £500 to £100 in a bid to entice low-value clients.

      Professional Adviser | 13 Aug 2014 | 11:42

      Nearly half of firms get 50% or more income from fees - FundsNetwork

      Nearly half of advisers already have the majority of their recurring revenue coming from fees, according to a FundsNetwork survey, with less than two years to go until the April 2016 deadline where all on-platform assets need to be moved to clean share classes which do not pay trail commission.

      Professional Adviser | 11 Aug 2014 | 12:20
      standard life

      Standard Life calls for 'common currency' to aid re-reg

      Standard Life has called for platforms with super clean deals to house alternative share classes in order to aid re-registration.

      Professional Adviser | 11 Aug 2014 | 11:56

      Platform sales hit record high in Q2 as Budget boosts sentiment

      Platform sales reached a new record in the second quarter, according to a Fundscape report which pointed to Budget reforms as a key driver of the surge in interest.

      Professional Adviser | 08 Aug 2014 | 13:05

      Creative destruction: The entrepreneur's secret weapon

      Nick Lee, head of strategic partnerships at Axa Wealth, on the success in store for those advisory firms that can consistently innovate beyond the requirements of regulation...

      Professional Adviser | 08 Aug 2014 | 11:07

      True Potential to showcase adviser software at NYC tech fair

      True Potential has been invited to showcase its technology at New York City's FinovateFall 2014, a trade show dedicated to banking and financial technology.

      Professional Adviser | 08 Aug 2014 | 07:40
      LinkedIn Twitter Facebook

      Forget Facebook and #ad, LinkedIn is your real money maker - Raymond James

      As the industry digests the Financial Conduct Authority's (FCA) efforts to regulate professionals' use of social media, Raymond James tells advisers not to stress over how many Twitter followers or Facebook friends they have - and to buff up their LinkedIn profile instead.

      Professional Adviser | 07 Aug 2014 | 15:01
      Zurich logo

      Zurich recovers from bond business drop

      Insurer Zurich UK Life has recovered after taking a hit in its bond business last year, posting a 10% rise in operating profits in the first half of the year.

      Professional Adviser | 07 Aug 2014 | 12:20

      Skandia sees profits jump to £10m as WealthSelect assets hit £1bn

      Old Mutual Wealth's soon to be re-branded Skandia platform today reported profits had jumped 400% in the first half of 2014 to £10m, while assets in its recently-launched WealthSelect range hit £1bn.

      Professional Adviser | 07 Aug 2014 | 08:20

      Legal & General sets end-2014 date for D2C expansion

      Legal & General is to roll out an expanded D2C platform offering by the end of 2014 as it seeks to complement Cofunds with an enhanced direct service.

      Professional Adviser | 06 Aug 2014 | 09:08

      Standard Life annuity margins down 60% post-Budget

      Annuity margins at insurer Standard Life were down 59% in the first half of the year due to the sweeping changes to retirement income announced in the Budget, latest results show.

      Professional Adviser | 05 Aug 2014 | 07:53

      Ten bold and brilliant adviser websites (part two of two)

      If more investors are finding advisers online, a strong website is essential. Here are the remaining five of ten we think are setting the standard…

      Professional Adviser | 01 Aug 2014 | 13:08
      Overdue payment

      National adviser close to resolving commission payment delays

      National advice firm Positive Solutions said it is close to resolving an IT error which has left several advisers without pay for as many as four days.

      Professional Adviser | 01 Aug 2014 | 11:41



    Do we need a rethink on the word retirement?