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
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • 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

Wrap/platforms

M&G Global Dividend fund takes top spot in August

M&G Global Dividend was the best-selling fund on Cofunds in August, while Mixed Investment 20-60% Shares retained its position as the most popular sector for the eighth consecutive month.

clock 18 September 2013 •

Wrap/platforms

Skandia will not force a premature end to trail commission

Skandia will give advisers until 2016 to convert ISA and collective investment account business on the platform into the unbundled model.

clock 17 September 2013 •

Wrap/platforms

Announced: The shortlists for Aberdeen UK Platform Awards 2013

The shortlists for the Aberdeen UK Platform Awards 2013 have been announced. We start with the nominees for the big one: Platform of the Year...

clock 16 September 2013 •

Wrap/platforms

Nucleus: Recruitment process still challenging for advisers

The recruitment process continues to be a "major obstacle" for the majority of wrap platform Nucleus members, according to a recent survey.

clock 16 September 2013 •

Wrap/platforms

Novia's platform deal with Aegon nets group £1m

Novia's ongoing arrangement to build and administer Aegon's platform netted the group's subsidiary £1m in 2012, the latest results have revealed.

clock 16 September 2013 •

Wrap/platforms

FE Select Portfolios now available on Transact

FE Research's range of 15 risk-targeted portfolios are now available on the Transact platform.

clock 16 September 2013 •

Wrap/platforms

Bulk asset transfers present risk to investors, says Axa

The automatic conversion of client assets into clean share class funds could result in higher costs for investors, according to Axa Elevate.

clock 16 September 2013 •

Wrap/platforms

Novia to cut cash rebates on legacy business by April 2014

Wrap platform Novia has said it will no longer accept cash rebates on new or legacy business from April 2014.

clock 12 September 2013 •

Technology

Using technology to keep on top of compliance

COMPLIANCE

clock 12 September 2013 •

Wrap/platforms

The industry has 'over-invested' in platforms, says eValue founder Moss

Advisers and consumers should ask ‘critical questions' about whether the experience of using platforms justifies the additional costs and complexities involved, according to Bruce Moss, founder and strategy director at eValue.

clock 12 September 2013 •
206207208
  • 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