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Technology

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 •

Wrap/platforms

Suffolk Life adds Transact to SmartSIPP

Transact has been added to Suffolk Life's self-invested wrapper SmartSIPP.

clock 28 November 2011 •

Wrap/platforms

Cofunds pushes for legacy clarity

Cofunds is urging the FSA to clarify its stance on legacy commission following confirmation the regulator is pushing ahead with a proposed ban on the payments.

clock 25 November 2011 •

Wrap/platforms

Ashcourt Rowan links with Ascentric in RDR transition drive

Ashcourt Rowan Asset Management has announced its Managed Portfolio Service is available on the Ascentric wrap.

clock 25 November 2011 •

Technology

Tech review: Avelo braces for a busy 18 months

With the Retail Distribution Review on the horizon, portal Avelo is gearing up for an aggressive growth phase, writes AT8 Group's Mark Loosmore...

clock 24 November 2011 •

RDR

Advisers' RDR concerns switch to profitability after opting to stay put

Less than 5% of independent financial advisers (IFAs) will leave the industry after retail distribution review (RDR) implementation, although an increasing number are worried about profitability, a survey suggests.

clock 24 November 2011 •

Wrap/platforms

Aviva wrap boss steps down to become teacher

The head of Aviva's wrap Nicholas Burton has stepped down to pursue a career in teaching.

clock 23 November 2011 •
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