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
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • 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
    • PA360 Watchlist

    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

Wrap/platforms

Cofunds passes £45bn AUA

Assets on the Cofunds platform have risen by £9bn since the beginning of the year to £45bn, according to the provider.

clock 18 October 2012 •

Wrap/platforms

Your platform checklist

PLATFORMS

clock 18 October 2012 • 8 min read

Wrap/platforms

Cheap and cheerful: IFAs list their platform must-haves

MUST-HAVES

clock 18 October 2012 •

Wrap/platforms

Are platform restrictions losing you clients?

RESTRICTIONS

clock 17 October 2012 •

Wrap/platforms

Provider dismisses commission 'grab' concerns

Concerns about advisers piling into commission-paying products ahead of the Retail Distribution Review (RDR) have proven unfounded, according to the experience of one provider.

clock 17 October 2012 •

Wrap/platforms

Ascentric makes two proposition hires

Ascentric has appointed Philip Gilder and Jason Owen to its propositions team.

clock 17 October 2012 •

Wrap/platforms

Old Mutual to launch range of drawdown products

Old Mutual is to launch a range of at-retirement products, in a bid to rival upscale wealth managers like St James's Place.

clock 17 October 2012 •

Your profession

Aviva launches online CPD tool for IFAs

Advisers can continue to develop their skills after the Retail Distribution Review (RDR) with Aviva's online CPD tool.

clock 16 October 2012 •

Wrap/platforms

Mann pins Skandia growth on restricted advice market

Peter Mann, the chief executive of Skandia UK, has said the firm will target restricted advisers as part of a plan to become an integrated wealth manger.

clock 16 October 2012 •

Software

Network Direct integrates software systems

Capita Financial Software is to offer integration with Plum Software's client relationship management system as part of its deal with Network Direct.

clock 16 October 2012 •
227228229
  • 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