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
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • 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
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    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

Skandia UK profits soar 56%

Strong platform sales helped boost Skandia UK's pre-tax profits for 2010 by 56% to £140m compared to £90m in 2009.

clock 08 March 2011 •

Wrap/platforms

Nucleus expands team and nudges £2.5bn AUM

Nucleus has expanded its business development team with the hire of ex-Zurich man Martin Clement, as the IFA-owned wrap looks to breach the £2.5bn AUM mark this month.

clock 03 March 2011 •

Wrap/platforms

Which client fits where?

Skandia's Jeremy Mugridge explains how segmenting your proposition can help you choose the most suitable platforms for your clients.

clock 03 March 2011 •

Wrap/platforms

Avalon to launch D2C option for IFAs in summer

Avalon is launching a direct-to-consumer version of its platform for advisers servicing lower income clients.

clock 02 March 2011 •

Wrap/platforms

Skandia launches 7-step investment process video

Skandia has posted an online video showing the seven steps advisers should follow for a robust investment process.

clock 02 March 2011 •

Wrap/platforms

Elevate partners with Premier and Richmond House

Elevate has partnered with Premier Asset Management and Richmond House Group to provide a range of bespoke and managed portfolio options for IFAs.

clock 02 March 2011 •

Wrap/platforms

AIFA: Cash rebate ban is unjustified

AIFA has joined the growing chorus of industry players urging the FSA to re-think its proposal to ban cash rebates as it warns the plans will be detrimental to customers.

clock 25 February 2011 •

Wrap/platforms

Transact tops IFA platform leaderboard

Transact, Standard Life and Elevate have been rated the best platforms by IFAs, according to The Platforum.

clock 25 February 2011 •

Wrap/platforms

Axa Wealth restructure sees Jennings step down

Elevate managing director Martin Jennings has stepped down after Axa Wealth announced a restructure which will see its main distribution business aligned to the Elevate platform.

clock 24 February 2011 •

Wrap/platforms

Blog: Quality counts in advice space

David Ferguson, CEO of Nucleus, reveals why the IFA community has many reasons to be cheerful

clock 24 February 2011 •
285286287
  • 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