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Technology

Wrap/platforms

Skandia mulls risk-rated income range

Skandia is considering expanding its risk rated fund range to include an income solution for those nearing or at retirement.

clock 26 October 2011 •

Regulation

Warning over provider-driven asset allocation tools

Advisers are being warned they may come under scrutiny for using asset allocation tools linked to a single provider ahead of regulatory reviews next year.

clock 26 October 2011 •

Wrap/platforms

Nucleus IFAs turn to bond funds

Nucleus IFAs have turned their backs on equities in preference for bond funds amid recent market volatility.

clock 26 October 2011 •

Wrap/platforms

FundsNetwork unveils model portfolio range

Fidelity FundsNetwork has launched a Model Portfolio Centre incorporating a rebalancing service in a move it says will "revolutionise" the way advisers do business on the platform.

clock 20 October 2011 •

Investing in the profession

Bigger isn't always better

Why a platform should be judged on more than just AUM

clock 20 October 2011 •

Wrap/platforms

Platforms: How to get the most out of... Skandia

The latest part of our popular series examining those little known features on your favourite platform

clock 20 October 2011 •

Technology

Tech review: Personal Touch

A closer look at Personal Touch’s new attitude-to-risk tool.

clock 20 October 2011 •

RDR

JLT Wealth branches into tele-advice

JLT Wealth Management has unveiled a telephone-based advice service for its individual and corporate clients in preparation for the retail distribution review (RDR).

clock 19 October 2011 •

Wrap/platforms

Wraps slate 'pointless' FSA consumer rebate research

Wrap platforms Ascentric and Transact have criticised the FSA after it requested the wraps provide it with details of hundreds of their customers in order to gauge their views on platform rebates.

clock 19 October 2011 •

Wrap/platforms

Skandia to review communications after IFA concerns

Skandia Investment Platform plans to review some of its investor communications after IFA concerns clients may mistakenly believe all of their transactions are checked by them.

clock 19 October 2011 •
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