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Technology

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 •

Technology

Small firm focus: How I reach out to clients

Mark Loosmore of AT8 Group speaks to Alan Moran of Interface Financial Planning about his use of systems including Avelo's Adviser Office and Client Portal.

clock 21 September 2011 •

Adviser tips

Three (large) firms eyeing simplified advice

Last week, the FSA (finally) produced guidance for firms considering launching a simplified advice proposition.

clock 20 September 2011 •

Wrap/platforms

How to get the most out of... Ascentric

In the latest part of Professional Adviser's and IFAonline's series examining some of the little-known features on your favourite platforms, we look under the bonnet of Ascentric...

clock 20 September 2011 •
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