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Technology

Investment

Aberdeen Platform Award winners: Part one

It's that time of year again, the big reveal of who has won the highly prized Aberdeen Platform awards. Here is part one (part two a little later). Congratulations to all the winners and runners-up...

clock 23 September 2015 •

Software

FinaMetrica launches robo-advice tool for sub £100k investors

Risk profiling software developer FinaMetrica has launched a robo-advice toolkit targeting investors with under £100,000 to invest.

clock 21 September 2015 •

Wrap/platforms

Transact cuts charges on lower value portfolios

Transact has reduced charges on its platform and has lowered the threshold size of client portfolios eligible for lower annual fees from £180,000 to £150,000.

clock 21 September 2015 •

Wrap/platforms

AJ Bell named 'good fit' for potential Cofunds acquisition

Report of exclusive talks with parent L&G

clock 18 September 2015 •

Wrap/platforms

Standard Life urges advisers to check platform deals to dodge 'zombies'

Standard Life said advisers need to act to avoid being trapped in dying platform partnerships, as it predicted the market will shrink to a handful of providers.

clock 18 September 2015 •

Investment

Top fund houses' performance data 'six weeks out of date'

Fund factsheets from eight of the ten best-selling fund groups contain performance data that is six weeks out of date and fails to reflect recent market turmoil, according to research by a fintech firm.

clock 15 September 2015 •

Technology

Mark Loosmore: Advisers are missing out on the power in their pockets

Advisers may be clued up on mobile and remote technology but they are not making the most of it in their businesses, writes tech expert Mark Loosmore...

clock 14 September 2015 •

Adviser tips

In 60 seconds: Three advisers on what would prompt a platform switch

Three advisers on what would prompt a platform switch

clock 10 September 2015 •

Wrap/platforms

Zurich to launch protected drawdown product

Zurich is planning to launch a drawdown product that allows clients to convert assets into an income for life at a chosen point in retirement.

clock 09 September 2015 •

Your profession

Nutmeg seeks 'disrupter' to lead advice expansion

Nutmeg is seeking a "resourceful and forward thinking" financial adviser to lead its expansion into regulated advice.

clock 08 September 2015 •
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