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Technology

Wrap/platforms

Alliance Trust looks to enter wrap race

Alliance Trust Savings (ATS) has unveiled plans to expand its direct to consumer (D2C) platform to IFAs, in a challenge to traditional players.

clock 04 October 2011 •

Wrap/platforms

Cofunds: FSA platform policy is undermining RDR

The regulator has missed a vital opportunity to provide clarity over platform rules and its current "cluttered" policy risks undermining RDR, Cofunds has warned.

clock 04 October 2011 •

Wrap/platforms

Novia expands discretionary offering with Ashcourt link-up

Wrap platform Novia has added Ashcourt Rowan Asset Management to its panel of discretionary managers.

clock 03 October 2011 •

Wrap/platforms

Cofunds: Less than 10% of clients currently fee-based

Cofunds has revealed that less than 10% of advised clients on its platform are currently associated with a fee-based remuneration model.

clock 30 September 2011 •

Wrap/platforms

How does your wrap or platform rate?

Standard Life, True Potential and Wealthtime have emerged on top of a survey of some of the major wraps and platforms.

clock 29 September 2011 •

Technology

How will we be using portals in the future?

This week Mark Loosmore of AT8 Group speaks to a range of industry experts about the role quotation portals may play in a post-RDR world

clock 29 September 2011 •

Wrap/platforms

How wraps are helping to evolve the advisory sector

Nucleus chief executive David Ferguson discusses how wraps are playing a crucial part in moving the financial services sector forward.

clock 29 September 2011 •

Wrap/platforms

Aberdeen Platform Awards 2011: The winners and judges' comments

The winners of the Aberdeen Platform Awards 2011 were announced at a glittering awards ceremony in London last night.

clock 29 September 2011 •

Regulation

Zurich: Market size and fees will hold back simplified advice

Questions around the actual size of any target market and the problem of charging fees could hamper the success of simplified advice, according to Zurich UK Life's Matthew Connell.

clock 28 September 2011 •

Software

Friends Life targets orphan clients with D2C service

Provider Friends Life has launched an online and over-the-phone financial advice service for existing customers who no longer have - or never had - a financial adviser.

clock 22 September 2011 •
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