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Technology

Wrap/platforms

Are you getting the most out of....Transact

In the first of a new series, IFAonline reveals the tools and features you may not know about on your favourite platform. This week we look at Transact...

clock 22 August 2011 •

Wrap/platforms

Ascentric founder launches wrap targeting HNWs

Ascentric joint founder Michael Fordham has launched a new whole-of-market wrap targeting high net worth investors.

clock 22 August 2011 •

Wrap/platforms

The Platforum: 'Business as usual' after takeover

The Platforum has stressed it is very much "business as usual" after its acquisition by Centaur Media.

clock 22 August 2011 •

Wrap/platforms

Nucleus signs up three more firms

Three new firms have taken an equity stake in IFA-owned wrap Nucleus.

clock 19 August 2011 •

Wrap/platforms

Novia adds four DFMs to wrap

Novia has expanded its discretionary footprint with the addition of four DFMs to the wrap.

clock 18 August 2011 •

Software

Top 10 uses for Twitter (other than tweeting)

Tired of hearing that a long-lost school friend is in "such a random mood today" or that your colleague has just made their "third cup of tea of the morning"?

clock 18 August 2011 •

Technology

FundsNetwork launches IFA online training service

Fidelity FundsNetwork has launched an online training service for advisers providing guidance on topics including tax and regulation.

clock 18 August 2011 •

Wrap/platforms

Blog: Have we all missed a trick with the platforms paper?

Cofunds’ sales and marketing director Alastair Conway asks if we are focusing enough on consumer outcomes from the FSA policy paper.

clock 18 August 2011 •

Technology

How Lighthouse is using technology to get RDR-ready

Nothing however beats learning about how these solutions are used in real life so we have taken a few weeks out to speak to the networks and service providers about the problems they are trying to solve and the best solutions they have found, including...

clock 18 August 2011 •

Wrap/platforms

Nucleus launches valuation tool

IFA-owned wrap Nucleus has launched a valuation tool designed to improve the quality of information available to advisers and clients.

clock 17 August 2011 •
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