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Technology

Wrap/platforms

IFDS snaps up GBST head of UK business

GBST head of UK business Ian Wilkinson is joining technology provider International Financial Data Services (IFDS).

clock 26 April 2012 •

Investment

Standard Life platform assets up 26%

Standard Life's retail platform assets rose 26% in the first quarter of the year compared with the same period in 2011, as the group added an extra 41 adviser firms on its wrap.

clock 25 April 2012 •

Wrap/platforms

RDR prep eats into Cofunds' profits

Cofunds has reported a 10% dip in profits for last year, citing investment in retail distribution review (RDR) readiness as the reason for the drop.

clock 19 April 2012 •

Technology

Using tech to benefit from the gender directive

TECH

clock 19 April 2012 •

Managed solutions

Mixed Investment Shares top-sells on Cofunds

Mixed Investment Shares were popular with advisers once again in March, according to the latest sales trends on platform Cofunds.

clock 18 April 2012 •

Tools

FSA reassures on call recording rules after inaccurate promotions

The Financial Services Authority (FSA) is reassuring advisers they do not need to record telephone conversations with clients after some received inaccurate promotions suggesting they did.

clock 18 April 2012 •

Wrap/platforms

Skandia launches 'Appetite For Risk' app

Skandia UK has launched what it calls a "risk discussion" app allowing advisers to assess a client's attitude to risk in a single meeting.

clock 17 April 2012 •

Wrap/platforms

Adviser hits out at FundsNetwork over re-reg limit

An adviser has hit out at platform FundsNetwork for refusing to re-register a client's investments to a rival platform because the value of the transfer was less than £40,000.

clock 17 April 2012 •

Tools

Dennehy Weller bemoans 'appalling' lack of IFA innovation

The creator of a non-advised online fund selection tool for investors has called on more advisers to develop their own online technology.

clock 17 April 2012 •

Wrap/platforms

Nucleus hires adviser comms manager

Nucleus has appointed Faith Liversedge to the newly-created position of IFA communications manager.

clock 13 April 2012 •
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