Technology

A key legal agreement set to be signed between platform players has been hailed by Tisa as the "final piece" of the re-registration jigsaw.

Financial services businesses have been told they will have to notify authorities if they lose customer data or suffer any data security breaches.

An overwhelming majority of advisers think cash rebates on platforms should be allowed to continue, recent research suggests.

Advisers need to consider the "hugely significant issue" of service standards when undertaking what can be an arduous platform due diligence process, according to Defaqto.

Most of the financial planning solutions we have reviewed to date have tools that the vendors will sell directly to IFAs as well as corporate organisations.

Maria Merricks talks to a range of experts about how to use the social media network as a business tool without arousing the wrath of compliance.

Ascentric and FundsNetwork have completed the first in specie platform re-registration under the Tisa initiative.

Nucleus members have re-appointed John Moore as chairman of its IFA advisory board.

Aviva said it is waiting with "bated breath" for publication of the platform policy paper - something it says could have a "fundamental impact" on how players operate.

Mark Loosmore of AT8 Group looks at a financial planning system from the Netherlands that is getting a lot of attention around the globe - namely Figlo.