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Technology

Technology

Calvert to publish book of top advice tweets

Philip Calvert, the founder of social network IFALife, will publish a book of top financial advice tweets for consumers.

clock 19 September 2011 •

Investment General

This week's news...condensed

Good afternoon readers - below are five key articles from this week's IFAonline.co.uk...

clock 16 September 2011 •

Wrap/platforms

Skandia reveals unbundling plans

Skandia has unveiled details of its unbundled pricing model which is set for launch in the second half of next year.

clock 16 September 2011 •

Wrap/platforms

Shock results of platform study flag need to screen individual clients

The extent to which advisers will have to assess individual client suitability for platforms - and whether an off-platform solution may be preferable - has been underlined by the shock findings of a new study.

clock 16 September 2011 •

Technology

Simplified advice: The three options open to your firm

The Financial Services Authority (FSA) has identified three main areas where firms (and individuals) may become involved in the delivery of a simplified advice process...

clock 15 September 2011 •

Technology

Simplified advice: How to select a product suite

You're almost done developing a simplified advice system - all that's left is to select the products you want available on it...

clock 15 September 2011 •

Regulation

How to design a simplified advice service (and how not to)

The Financial Services Authority's guidance consultation on simplified advice has provided a roadmap for firms considering developing a proposition.

clock 15 September 2011 •

Wrap/platforms

True Potential to host free IFA investment forum

Investment platform True Potential is set to host its inaugural Investment Forum for advisers next month.

clock 15 September 2011 •

Wrap/platforms

How does Tenet's tech strategy stack up?

Last year, Tenet signed a deal with Focus Solutions to create a new breed of technology solution for its members called Tenet Advantage.

clock 15 September 2011 •

Wrap/platforms

How do Cofunds' unbundled charges stack up?

Cofunds has today announced its new unbundled charging structure which will launch around the middle of next year alongside the bundled model. But is the supermarket offering a good deal for clients?

clock 14 September 2011 •
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