professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Technology

Mark Polson reviews: Intelliflo's Personal Finance Portal

SELF-SERVICE

clock 25 April 2013 •

Technology

Sector report: is technology now a safer bet?

SECTOR REPORT

clock 25 April 2013 • 5 min read

Technology

Five apps that will save you money

We take a look at the must-have apps that are sure to save you some cold hard cash.

clock 24 April 2013 •

Wrap/platforms

Cofunds adds GAM DFM range to platform

Cofunds has added GAM's range of five risk-rated models to the platform.

clock 24 April 2013 •

Wrap/platforms

Ascentric predicts re-registration 'chaos' following platform paper

Ascentric has become one of the first platforms to explicitly rule out lobbying for super-clean share classes.

clock 23 April 2013 •

Wrap/platforms

Novia warns advisers over claims firm menace

Novia has warned its users that basic errors like failing to use a client's full ISA allowance could lead to legal action from increasingly aggressive claims management companies (CMCs).

clock 23 April 2013 •

Wrap/platforms

Transact cuts charges on mid-level portfolios

Transact is reducing charges on median-sized portfolios by removing a number of price bands for clients with assets of up to £600,000.

clock 22 April 2013 •

Wrap/platforms

FundsNetwork adds 15 funds to managed range

Fidelity FundsNetwork has added fifteen funds to its Navigator managed solution.

clock 22 April 2013 •

Wrap/platforms

Axa warns of super-clean 'cartel' between platforms

A breakaway movement of platforms pushing for special share classes could create a ‘cartel' between bigger firms, according to Axa Elevate.

clock 19 April 2013 •

Wrap/platforms

Standard Life allays competition fears over preferential share classes

Standard Life has rejected suggestions the use of preferentially-priced share classes launched by fund groups for specific platforms could breach competition laws.

clock 19 April 2013 •
202203204
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page