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Technology

Wrap/platforms

Standard Life rolls out automatic re-reg

Standard Life has gone live with financial services consultancy firm Altus for automatic re-registration.

clock 26 July 2013 •

Adviser tips

Ten tips for building a client-centric website

WEBSITE

clock 25 July 2013 •

Adviser tips

The ten best adviser websites

TOP MARKS

clock 25 July 2013 • 8 min read

Wrap/platforms

Skandia introduces client linking for spouses and civil partners

Skandia clients will now be able to link their assets to those of their spouse or civil partner in order to potentially qualify for a lower platform charge.

clock 24 July 2013 •

Investment

Platform boost helps 7IM's AUM pass £5bn mark

Seven Investment Management (7IM) has seen assets under management (AUM) pass the £5bn mark for the first time in the firm's eleven year history.

clock 24 July 2013 •

Wrap/platforms

Auto re-reg to hit 80% of market by the end of summer

The proportion of the platform market carrying out fund re-registrations automatically is expected to reach 80% by the end of the summer.

clock 23 July 2013 •

Wrap/platforms

AJ Bell enhances platform product range

AJ Bell has added 70 exchange traded funds (ETFs) and investment trusts to its Sippcentre platform Regular Investment Service.

clock 22 July 2013 •

Technology

IFA firms crowdsource tech app

IFA firm Informed Choice is partnering with web development firm Codepotato to crowdsource a technology solution for IFA firms.

clock 22 July 2013 •

Wrap/platforms

FundsNetwork SIPP set for Sept launch

FundsNetwork's own self-invested personal pension (SIPP) is due to be launched in September and will carry a 0.25% fee.

clock 22 July 2013 •

Investment

Hargreaves rules out taking marketing fees from fund groups

Hargreaves Lansdown has ruled out the prospect of taking marketing fees from fund groups or allowing advertising on its website, saying it wants to offer a 'transparent' fee structure when new regulations are implemented next year.

clock 19 July 2013 •
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