professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Wrap/platforms

Ascentric reaches profitability milestone

Ascentric has hit the profitability milestone on the back of a record 72% increase in new assets for the first quarter of the year.

clock 24 June 2011 •

Technology

How an iPad app can help with financial planning

Mark Loosmore of AT8 Group looks at the new iPad application for financial planning from Italian firm Finantix.

clock 23 June 2011 •

Wrap/platforms

How platforms can help advisers pre and post RDR

Fidelity International's Julian Webb says platforms can go beyond merely helping advisers ease the regulatory burden of RDR.

clock 23 June 2011 •

Wrap/platforms

Nucleus firms open doors to mark 'Independent Day'

Nucleus member firms are opening their doors to fellow advisers in a series of open days designed to showcase the benefits of belonging to an adviser-owned wrap.

clock 22 June 2011 •

Wrap/platforms

Sanlam launches model portfolio wrap

Sanlam Private Wealth has launched a specialised wrap for advisers outsourcing to discretionary managers.

clock 22 June 2011 •

Technology

Why Google may be shepherding clients to the big firms

Changes to the way search results are listed on Google may be giving larger companies an extra advantage...

clock 22 June 2011 •

Wrap/platforms

Cash rebate ban 'done deal' as FSA draws up final rules

The FSA has already decided final rules governing platforms ahead of publication of its policy paper in July and will "not budge" on the proposal to ban cash rebates.

clock 21 June 2011 •

Wrap/platforms

Key legal doc set to finalise re-reg project

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.

clock 21 June 2011 •

Software

Financial services firms face stricter data breach rules

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

clock 20 June 2011 •

Wrap/platforms

Most advisers against cash rebate ban

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

clock 20 June 2011 •
279280281
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page