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Technology

Pensions

RP breakfast briefings: What is the best retirement wrapper?

RP breakfast briefings: What is the best retirement wrapper?

clock 02 February 2015 • 1 min read

Wrap/platforms

SIPP provider to launch on-platform DFM panel

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.

clock 30 January 2015 •

Pensions

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

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

clock 29 January 2015 •

Technology

Stochastic models: The need for greater transparency

Stochastic models: The need for greater transparency

clock 29 January 2015 • 7 min read

Wrap/platforms

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

What did the Romans ever do for us? Part I

clock 29 January 2015 •

Technology

Intelliflo makes FE Analytics available through Intelligent Office

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

clock 28 January 2015 •

Investment

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.

clock 26 January 2015 •

Tools

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.

clock 26 January 2015 • 2 min read

Wrap/platforms

Zurich expands platform to include first DFMs

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

clock 23 January 2015 •

Wrap/platforms

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.

clock 19 January 2015 •
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