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Technology

Software

Prestwood to enhance software after cloud move pays off

Cash-flow modelling firm Prestwood Software is planning to make a number of enhancements to its cloud-based adviser solution, which launched earlier this year.

clock 12 June 2014 •

RDR

Wheatley: 2014 could be defining moment for automated advice

Financial Conduct Authority (FCA) chief executive Martin Wheatley has once again thrown his weight behind the idea of computerised advice, as he predicted a financial services future shaped by software developers, computer programmers and economists....

clock 11 June 2014 •

Equities

Woodford wins WealthSelect mandate as Skandia secures discounted deal

Neil Woodford has been handed a mandate on Skandia's WealthSelect range, likely in the region of hundreds of millions of pounds, with the platform also getting access to the manager's 65bps share class.

clock 06 June 2014 •

Managed solutions

Platforms must cut prices further to lure Hargreaves' clients - Barclays

D2C Platforms attempting to undercut Hargreaves Lansdown via lower fees have not made "significant enough" reductions to lure clients away, analysts at Barclays have said.

clock 06 June 2014 •

Wrap/platforms

Fight! Why advisers need to defend themselves in the market share battle

Fight! Why advisers need to defend themselves in the market share battle

clock 05 June 2014 •

Software

Is advisers' love affair with cashflow modelling masking its shortcomings?

Is advisers’ love affair with it masking its shortcomings?

clock 05 June 2014 •

Wrap/platforms

Calling all advisers: Vote for your favourite platforms and planning tools

Advisers are being invited to vote in four categories at the upcoming Aberdeen UK Platform Awards - the Oscars of the platforms world (as its organiser, Clive Waller, describes it).

clock 04 June 2014 •

Managed solutions

DFM comparison tool for advisers launched

Adviser support group Aim Two Three is launching a discretionary fund manager (DFM) comparison tool.

clock 02 June 2014 •

Charging

Billingham blasts cashflow modelling 'myths'

Consultant Phil Billingham doesn't know why the 'myths' about cashflow modelling persist, but they do...

clock 02 June 2014 • 4 min read

Wrap/platforms

Standard Life expands platform with launch of investment hub

Standard Life has enhanced its wrap platform with the launch of a specialist investment hub aimed at users with discretionary permissions, as it taps into the growing number of adviser firms changing their business models.

clock 02 June 2014 •
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