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Technology

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 •

Technology

Tech review: Free tools you can use to assess clients' ATR

This week, Mark Loosmore of AT8 Group looks at a pair of free ATR tools, one from Standard Life and the other from LV=/

clock 14 July 2011 •

Wrap/platforms

Axa Elevate adds Hornbuckle SIPPs

Axa Wealth platform Elevate is offering SIPPs by provider Hornbuckle Mitchell to its investors.

clock 11 July 2011 •

Wrap/platforms

Nucleus breaks the £3bn barrier

Nucleus has passed the £3bn AUM barrier following a record six months of inflows and adviser interest.

clock 08 July 2011 •

Wrap/platforms

Principal's WealthSpace launches on Ascentric

Principal Investment Management has launched its Wealthspace range of mandated portfolios on Ascentric.

clock 08 July 2011 •

Wrap/platforms

Ascentric extends tax wrapper offering

Ascentric has extended its choice of tax wrappers with the addition of Sanlam's Transfer Pension Portfolio (TPP), a self invested Section 32.

clock 08 July 2011 •

Wrap/platforms

Nucleus nears profitability after strong Q2

Nucleus saw nearly £400m of new business in the second quarter of 2011 as the IFA-owned wrap nears sustained profitability.

clock 07 July 2011 •
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