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Technology

Wrap/platforms

Fidelity appoints Standard Life man in direct business drive

Fidelity Worldwide Investment has appointed Mark Till as head of UK direct business as it looks to ramp up its activities in the execution-only market.

clock 14 October 2011 •

Technology

Tech review: How Sesame Bankhall keeps up to date with T&C

This week Mark Loosmore of AT8 Group spoke to Sesame Bankhall (SBG) about its different approach to automating training and competence (T&C) processes.

clock 13 October 2011 •

Wrap/platforms

Cofunds set to ink execution-only deal with bank

Cofunds is about to sign an execution-only deal with a bank as the platform looks to gain further traction in the investor space.

clock 13 October 2011 •

Wrap/platforms

Avelo: Single platform use could alienate clients

Advisers have been warned customers may drift away from them and question the value of their service if they use just one platform.

clock 12 October 2011 •

Wrap/platforms

MiFID II draft bans platform payments to DFMs

The European Commission's draft Markets in Financial Instruments Directive (MiFID) II would, if implemented, ban platforms from issuing fees to discretionary fund managers (DFMs), which would have to come direct from clients.

clock 12 October 2011 •

Tools

European trade body to partner with IFA Life

The Federation of European IFAs (FEIFA), a non-profit trade association for English-speaking IFAs, has an announced an exclusive partnership with social network IFA Life.

clock 11 October 2011 •

Wrap/platforms

FundsNetwork launches DFM service

Fidelity FundsNetwork is launching a new third party discretionary management service for advisers.

clock 11 October 2011 •

Investment

Skandia scoffs at IMA sector re-naming plans

Advisers believe proposals to re-label the Investment Management Association's fund sectors will not help consumers better understand the levels of risk the funds carry, research suggests.

clock 10 October 2011 •

Technology

Milestone as IFA uploads 150th client educational video

Chartered financial planner Pete Matthew has marked the occasion of recording his 150th educational video for consumers by re-designing his website, Meaningful Money.

clock 10 October 2011 •

Wrap/platforms

Cofunds poaches Axa Wealth man as head of sales

Platform Cofunds has appointed Axa Wealth's Andy Coleman as head of sales for its wealth and investor channels.

clock 10 October 2011 •
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