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Technology

Technology

Turn on, tune in: The technological advances changing the face of advice

Turn on, tune in: The technological advances changing the face of advice

clock 22 May 2014 • 8 min read

Managed solutions

Charles Stanley offers model portfolios via Standard Life Wrap

Charles Stanley is to offer its model portfolio range via Standard Life's Wrap platform.

clock 19 May 2014 •

Pensions

Royal London pension business up almost 20% in first quarter

Royal London new life and pensions business was up 18% to £989m in the first quarter of the year, with group pensions benefitting significantly from auto-enrolment.

clock 13 May 2014 •

Wrap/platforms

Cofunds misses out on discounted Woodford share class

Cofunds is set to list Neil Woodford's equity income fund next month, but will not offer advisers access to the manager's discounted share class.

clock 13 May 2014 •

Wrap/platforms

The Earth died screaming: Mark Polson on platform 'transparency'

Rebate shenanigans and share class conversions aren't exactly making investors' final 2.8 billion years on Earth any easier, writes Mark Polson...

clock 12 May 2014 •

Equities

Sector report: Fancy a slice of the T&T cake?

Sector report: Fancy a slice of the T&T cake?

clock 08 May 2014 •

Wrap/platforms

Adviser firms invited to enter Aberdeen UK Platform Awards

"Platform-enabled" advisory businesses are being invited to enter their firm for the 2014 Aberdeen UK Platform Awards.

clock 07 May 2014 •

Wrap/platforms

Transact buys stake in adviser technology firm

Wrap platform Transact has acquired a 15% stake in adviser technology business Sprint Enterprise Technology, operator of adviser software system Fastrak.

clock 07 May 2014 •

Pensions

L&G individual annuity sales drop 40% after Budget reforms

Legal & General (L&G) saw its individual annuity sales drop 40% in the first quarter of the year, with sales down from £406m in 2013 to £244m.

clock 07 May 2014 •

Wrap/platforms

FCA: Clients must be forewarned of bulk moves to 'clean' funds

It is "essential" clients are given prior notification when their fund holdings are converted to post-RDR 'clean' alternatives, but individual consent is not necessary, the Financial Conduct Authority (FCA) has outlined in finalised guidance on bulk transfers...

clock 06 May 2014 •
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