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Technology

Wrap/platforms

How to use platforms for retirement planning

There are some fascinating and revealing numbers starting to emerge for the use of platforms.

clock 31 August 2011 •

Wrap/platforms

How to get the most out of...Elevate

In the second part of our series examining those little known features and tools on your favourite platform, IFAonline looks at Axa Wealth's Elevate.

clock 31 August 2011 •

Wrap/platforms

Transact appoints COO

Transact has appointed Judith Davidson, formerly of Sodexo, to the position of chief operations officer.

clock 31 August 2011 •

Wrap/platforms

FundsNetwork reveals fund manager rebates

Fidelity FundsNetwork is disclosing its fund manager fees as it looks to create a more transparent market and prove its pricing policy is free from commercial bias.

clock 31 August 2011 •

Wrap/platforms

Advisers back unit rebates through platforms

Most advisers think platform rebates should be given to consumers in the form of additional units, suggests Skandia research.

clock 26 August 2011 •

Wrap/platforms

TISA sets up 'contract club' for platform re-reg

The Tax Incentivised Savings Association (TISA) has established a 'contract club' to help facilitate the electronic transfer of assets between platforms.

clock 25 August 2011 •

Wrap/platforms

Platforms: Fund due diligence is adviser's responsibility

Platforms have stressed it is the responsibility of advisers to undertake due diligence on funds held on platforms.

clock 25 August 2011 •

Technology

How Network Direct uses technology

This week, Mark Loosmore of AT8 Group examines start-up Network Direct's use of the Plum practice management system.

clock 25 August 2011 •

Wrap/platforms

What the FSA's platforms paper means for client relationships

Osborne Clarke head of regulatory services, Tim Boyce, on why clear communication with clients will be more important than ever following the FSA's platforms policy paper.

clock 25 August 2011 •

Technology

Less than 3% of IFAs advertise as 'fee-based' online

Consumers searching online for a fee-charging adviser may miss out as just 2.3% of IFAs advertise themselves as fee-based on their own websites, according to research.

clock 23 August 2011 •
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