Technology

The latest part of our popular series examining those little known features on your favourite platform

A closer look at Personal Touch’s new attitude-to-risk tool.

JLT Wealth Management has unveiled a telephone-based advice service for its individual and corporate clients in preparation for the retail distribution review (RDR).

Wrap platforms Ascentric and Transact have criticised the FSA after it requested the wraps provide it with details of hundreds of their customers in order to gauge their views on platform rebates.

Skandia Investment Platform plans to review some of its investor communications after IFA concerns clients may mistakenly believe all of their transactions are checked by them.

Platform Cofunds has appointed Jim Clay, formerly of SEI, as business development manager.

Ten of this week's best-read stories...

Andy Reid, a British Army Corporal who suffered severe injuries serving in Afghanistan in 2009, has been named as the headline speaker at Ascentric's annual conference. Ascentric has unveiled details of its third annual conference which will explore...

Zurich has pledged its new platform will focus solely on the intermediary sector and will not target adviser clients like other "predatory" players entering the B2C space.

Openwork has announced it will launch its own wrap platform powered by Investment Funds Direct Limited (IFDL).