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Technology

Wrap/platforms

IntelliFlo announces £10m investment programme

Software provider IntelliFlo is putting in place a four year £10m investment programme whilst also announcing an enhanced integration with the Standard Life wrap.

clock 13 December 2011 •

Wrap/platforms

Novia poaches Skandia head of operational strategy

Novia has appointed Sally Stephens, formerly of Skandia, as head of operations.

clock 12 December 2011 •

Wrap/platforms

Transact fined £3.5m for client money breaches

The FSA has fined Integrated Financial Arrangements plc, which offers the Transact platform, £3.5m for failings in relation to its protection of client money over an eight-and-a-half year period.

clock 08 December 2011 •

Technology

Platform review: Why Aegon is making plenty of noise...

Last month, Aegon launched its wrap platform, ARC (Aegon Retirement Choices), to much acclaim. Here, Mark Loosmore of IRESS gives his verdict…

clock 08 December 2011 •

Structured Products

DFM analysis shows direct investment shortcomings

Almost a third of discretionary fund managers (DFM) cannot deal with direct investments into structured products, according to an analysis of the market.

clock 06 December 2011 •

Wrap/platforms

Hargreaves launches super low-cost tracker on Vantage

Hargreaves Lansdown has added an "ultra-low-cost" UK tracker fund to its Vantage platform.

clock 05 December 2011 •

Wrap/platforms

Thorman: Ownership vital in platform due diligence

Advisers should consider the ownership of a platform when doing their due diligence as foreign-owned platforms are historically more likely to pull out of the market, according to Ascentric managing director Hugo Thorman.

clock 02 December 2011 •

Technology

Tech review: How Skandia went from dated to rated

Mark Loosmore of IRESS says the Skandia platform was beginning to look dated. That is until it undertook a complete re-design...

clock 01 December 2011 •

Wrap/platforms

Platform debate: 'In an ideal world, we would use a single platform'

Axa Wealth's Gary Thompson, Ascentric's Hugo Thorman and IFA Mark Hughes joined Lawrence Gosling for a debate on the future of platforms

clock 01 December 2011 •

Economics / Markets

Five things your clients will call you about this week

Risk profiling, getting the right balance with pension funds and investing in America were all over the nationals at the weekend. Here's what your clients will be calling you about this week.

clock 28 November 2011 •
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