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Technology

Technology

Why Google may be shepherding clients to the big firms

Changes to the way search results are listed on Google may be giving larger companies an extra advantage...

clock 22 June 2011 •

Wrap/platforms

Cash rebate ban 'done deal' as FSA draws up final rules

The FSA has already decided final rules governing platforms ahead of publication of its policy paper in July and will "not budge" on the proposal to ban cash rebates.

clock 21 June 2011 •

Wrap/platforms

Key legal doc set to finalise re-reg project

A key legal agreement set to be signed between platform players has been hailed by Tisa as the "final piece" of the re-registration jigsaw.

clock 21 June 2011 •

Software

Financial services firms face stricter data breach rules

Financial services businesses have been told they will have to notify authorities if they lose customer data or suffer any data security breaches.

clock 20 June 2011 •

Wrap/platforms

Most advisers against cash rebate ban

An overwhelming majority of advisers think cash rebates on platforms should be allowed to continue, recent research suggests.

clock 20 June 2011 •

Wrap/platforms

The top six areas to consider when selecting a platform

Advisers need to consider the "hugely significant issue" of service standards when undertaking what can be an arduous platform due diligence process, according to Defaqto.

clock 20 June 2011 •

Technology

How to use Barrie & Hibbert's retirement tool

Most of the financial planning solutions we have reviewed to date have tools that the vendors will sell directly to IFAs as well as corporate organisations.

clock 16 June 2011 •

Technology

Twitter top 10 tips: How to protect your firm

Maria Merricks talks to a range of experts about how to use the social media network as a business tool without arousing the wrath of compliance.

clock 15 June 2011 •

Wrap/platforms

Ascentric and FundsNetwork in re-reg 'milestone'

Ascentric and FundsNetwork have completed the first in specie platform re-registration under the Tisa initiative.

clock 14 June 2011 •

Wrap/platforms

John Moore reappointed Nucleus advisory board chair

Nucleus members have re-appointed John Moore as chairman of its IFA advisory board.

clock 13 June 2011 •
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