Technology

Mark Loosmore of AT8 Group meets Geoff Davey, creator of the FinaMetrica Psychometric Risk Profiling system.

As the second generation iPad and a raft of rival devices continue to find their way into businesses and homes around the country, IFAonline finds out if IFAs really need a tablet...

Standard Life Wealth has launched a set of five risk-rated investment strategies on its wrap platform which will form the backbone of its new Managed Portfolio Service (MPS).

Nearly a quarter of advisers think using a single platform for their clients will jeopardise their claims of independence, research suggests.

David Ferguson, CEO of Nucleus Financial, wonders whether 31 March will go down as a key date in the history of platforms…David Ferguson, CEO of Nucleus Financial, wonders whether 31 March will go down as a key date in the history of platforms…

Mark Loosmore of AT8 Group recently saw a new tool that stood out from the crowd when it comes to cashflow planning.

Capita Financial Software is hosting a platform comparison and due diligence day for advisers in June.

The FSA gave platforms just one week to respond to another follow-up questionnaire as it explores "other scenarios" alongside the ongoing cash rebate controversy, it has emerged.

Cofunds has appointed Openwork CEO Martin Davis as chief executive.

Novia is linking with Plum software in a tie-up enabling clients to view a snapshot of their portfolios from adviser websites.