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Technology

Technology

Gill Cardy joins FinPlan provider Bluecoat

Professional Partnerships founder Gill Cardy will takeover as head of proposition at FinPlan software provider Bluecoat.

clock 14 April 2011 •

Wrap/platforms

Platforms given fortnight to complete cash rebate survey

The FSA gave platforms just two weeks to respond to an operational questionnaire which will be key in helping the regulator decide whether to pursue its controversial plan to ban cash rebates.

clock 14 April 2011 •

Wrap/platforms

Time to open platforms to ITs

Baillie Gifford's James Budden on why platforms should welcome investment trusts.

clock 14 April 2011 •

Wrap/platforms

City Asset Management launches model portfolios

Discretionary manager City Asset Management (CAM) has launched five risk-rated model portfolios which will be available on a number of platforms.

clock 14 April 2011 •

Wrap/platforms

Tech review: Aegon wrap

This week Mark Loosmore of AT8 Group looks at the belated entry of Aegon into the still growing wrap marketplace.

clock 14 April 2011 •

Wrap/platforms

Blog: When should you shift to a wrap?

Shaun Sandiford, distribution director at AXA Wealth, examines how advisers know when is the right time to change from a supermarket to a full wrap

clock 14 April 2011 •

Wrap/platforms

Novia poaches Skandia staff for Aegon project

Novia has poached five staff from Skandia to work on its new project with Aegon.

clock 11 April 2011 •

Wrap/platforms

Nucleus eyes break-even despite £1.7m operating loss

Nucleus chief executive David Ferguson says the IFA-owned wrap will break-even this year, after operating losses shrunk to £1.7m in 2010.

clock 11 April 2011 •

Software

Capita appoints Adam Byford as managing director

Capita Financial Software has appointed Adam Byford as managing director, following Matt Humphrey's resignation.

clock 07 April 2011 •

Wrap/platforms

Tony Wickenden to headline Ascentric tax seminars

Technical Connection's Tony Wickenden will headline a series of tax planning and investment seminars run by Ascentric for advisers and paraplanners.

clock 06 April 2011 •
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