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Technology

Wrap/platforms

Ascentric establishes IFA focus groups

Ascentric is establishing a series of IFA focus groups to provide it with feedback on propositional and service developments.

clock 02 March 2012 •

Investment

FSA to address fund switch 'inconsistencies'

The FSA is set to address concerns it will create an "unlevel playing field" by permitting trail commission to continue on fund switches within life policies set up pre-RDR, but not on other products.

clock 29 February 2012 •

Tools

Openwork offers cash flow help for adviser switch to fees

Openwork has launched a support service for its advisers seeking financial assistance while transferring to a fee-based model.

clock 28 February 2012 •

Wrap/platforms

FSA to allow trail commission on fund switches within life policies

The Financial Services Authority (FSA) will allow advisers to continue to take trail commission after 2012 on fund switches within life policies set up pre-RDR.

clock 27 February 2012 •

Tools

Finametrica rolls out sales team in UK push

Risk-profiler FinaMetrica is to set up a UK-based sales team in a bid to grow its customer base.

clock 27 February 2012 •

Your profession

This week's news… condensed

The pick of this week's articles on IFAonline...

clock 24 February 2012 •

Wrap/platforms

How to shelter £58k from taxman this ISA season

Advisers have been urged to remind clients they could shelter more than £58,000 from the taxman this ISA season.

clock 22 February 2012 •

Wrap/platforms

Fidelity FundsNetwork to power Barclays platform

Barclays Stockbrokers has partnered with Fidelity FundsNetwork to launch an enhanced version of its platform.

clock 22 February 2012 •

Wrap/platforms

Fidelity FundsNetwork to power Barclays platform

Barclays Stockbrokers has partnered with Fidelity FundsNetwork to launch an enhanced version of its platform.

clock 22 February 2012 •

Wrap/platforms

Axa Wealth lifts lid on execution-only wrap

Axa Wealth is launching its direct platform proposition - Axa Self Investor - this summer, which will be backed by a UK-based telephone support team.

clock 20 February 2012 •
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