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Technology

Wrap/platforms

Axa Elevate eyes Asian market

Axa Wealth has unveiled plans to expand its wrap proposition Elevate into the Asian market.

clock 26 October 2010 •

Wrap/platforms

Nucleus AUM passes £2bn

Nucleus has passed £2bn in AUM as it announces another two firms have joined the IFA-owned wrap.

clock 25 October 2010 •

Technology

Tech solution to help providers transition for RDR

A back-office technology solution designed to help product providers update "aging" legacy systems to cope with the onset of adviser charging has been launched.

clock 22 October 2010 •

Wrap/platforms

FSA warns advisers over pre-packaged solutions

The FSA has expressed concern IFAs are drastically underestimating the risks of making client investments on platforms, with some firms accused of shoe-horning clients into pre-packaged solutions.

clock 21 October 2010 •

Technology

Child steps down as 1st Exchange MD

David Child has stepped down as managing director of technology provider 1st Exchange.

clock 20 October 2010 •

Wrap/platforms

Interactive Financial Adviser: Platforms debate

In the latest Interactive Financial Adviser debate, our panelists from Ascentric and Worldwide Financial Planning discussed corporate platforms and wraps.

clock 20 October 2010 •

Wrap/platforms

Towers to head up L&G Savings's platform

Legal & General Savings has appointed former head of Standard Life Savings Geoff Towers as MD platforms and distribution as the firm focuses on its RDR business transition strategy.

clock 20 October 2010 •

Wrap/platforms

Swansea firm takes stake in Nucleus

Swansea-based Estate Capital Financial Management has become the latest firm to join IFA-controlled wrap Nucleus.

clock 19 October 2010 •

Wrap/platforms

New wealth management platform targets HNW market

Societe Generale Private Banking (SGPB) Hambros has launched a new platform for intermediaries offering investment and private banking support for high net worth clients.

clock 19 October 2010 •

Wrap/platforms

SEI launches strategic portfolios on Ascentric

SEI has added its suite of strategic portfolios to Ascentric in an expansion of its investment offering to the IFA market.

clock 15 October 2010 •
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