Technology
Managed solutions
CIPs should be an integral link between financial planning and desired client outcomes, writes John Porteous
25 March 2015
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Wrap/platforms
Why Alliance Trust's hedge fund row raises platform due diligence questions
23 March 2015
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Wrap/platforms
The number of platforms targeting advisory firms is likely to halve after 2017, according to Standard Life's David Tiller.
13 March 2015
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Software
True Potential has launched a tool on its platform which will allow advised clients to manipulate their financial plan independent of their adviser.
11 March 2015
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Your profession
Vertically-integrated wealth management group True Potential has reported a £1bn increase in assets on its platform in 2014, helping group profits almost double to more than £10m.
09 March 2015
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Technology
Retail fund management is "out of control" and should borrow ideas from the institutional sector to radically reorganise, Nucleus chief executive David Ferguson has said.
06 March 2015
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Software
The regulator's definition of "vulnerable consumer" must include those with gaps in their understanding of financial terms and products to prevent another misselling scandal, a software provider has said.
05 March 2015
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