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Technology

Wrap/platforms

How to use platforms to get RDR-ready

Alastair Conway, sales and marketing director at Cofunds, explains why a good platform could be your launchpad for an RDR-compliant business.

clock 28 July 2011 •

Wrap/platforms

UK Platform Awards: Vote for your top platforms

The Aberdeen UK Platform Awards dinner is the only event dedicated to excellence and achievement in the investment platform sector. All platform providers will be there, all hoping to win a prestigious award.

clock 28 July 2011 •

Wrap/platforms

Zurich launches platform recruitment drive

Zurich UK Life has launched a recruitment drive to beef up its platform team ahead of the planned launch of its retail proposition later this year.

clock 27 July 2011 •

Wrap/platforms

'Overwhelming' number of IFAs use platforms - Unbiased

The importance of platforms to adviser businesses has been laid bare by new research suggesting over 90% of IFA firms now use a wrap or fund supermarket.

clock 22 July 2011 •

Wrap/platforms

Zurich to challenge major platforms with Q4 launch

Zurich set out its ambition to challenge the UK's major retail platforms after revealing its long-awaited proposition will come to market in Q4 this year.

clock 22 July 2011 •

Technology

Tech review: LifeCash

Mark Loosmore of AT8 Group dissects the latest life planning tool available on the iPad.

clock 21 July 2011 •

Wrap/platforms

FundsNetwork extends account fee to all clients

FundsNetwork has extended its £45 account fee option to all clients on the platform.

clock 19 July 2011 •

Wrap/platforms

Cautious Managed tops sales on FundsNetwork

Cautious Managed was the most popular IMA sector on FundsNetwork in June, with the Jupiter Merlin Income Portfolio fund the top-selling product.

clock 15 July 2011 •

Technology

Study dissects the best (and worst) financial planning tools

A study assessing the strengths and weaknesses of a range of financial planning tools available to advisers has been published.

clock 15 July 2011 •

Wrap/platforms

J O Hambro launches model portfolios on Ascentric

Private client investment manager JO Hambro Investment Management (JOHIM) has launched a range of risk-rated model portfolios on Ascentric.

clock 14 July 2011 •
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