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Technology

Wrap/platforms

How can technology improve platform due diligence?

Clive Waller, managing director of CWC Research, looks at technology developments affecting the platform industry.

clock 08 September 2010 •

Wrap/platforms

Where do you stand on the great platform debate?

Will Roberts examines the main points of contention and asks if platforms will have enough time to adapt to the new rules before the RDR deadline at the end of 2012?

clock 08 September 2010 •

Wrap/platforms

Most advisers using more than one platform - Defaqto

Most IFAs are using multiple platforms - but only a small minority think using just one provider jeopardises their independence, suggests recent research.

clock 07 September 2010 •

Wrap/platforms

Top tips on platforms due diligence

AIFA has launched a platforms decision-making guide as advisers' due diligence methods come under increased regulatory scrutiny. Here are the key messages...

clock 07 September 2010 •

Wrap/platforms

UK platforms are the global leaders, says AIFA

The UK leads the world in wraps and platforms, although the market still has a way to go before it is "truly established", outgoing AIFA director general Chris Cummings says.

clock 03 September 2010 •

Wrap/platforms

FSA repeats call for firms to improve platforms due diligence

The FSA today said adviser firms' approach to platform systems and controls continues to be a " particular area of concern" as AIFA launched a platforms due diligence guide for members.

clock 02 September 2010 •

Technology

Twitter trumps Facebook as firms' favourite social media

Twitter has edged just ahead of Facebook to become British enterprises' favourite social network, research suggests.

clock 02 September 2010 •

Wrap/platforms

Nucleus hires Skandia sales director

Nucleus has hired Skandia sales director Mike Wallis as new regional business development director.

clock 27 August 2010 •

Wrap/platforms

Ascentric launches first TEF to be marketed in UK

Ascentric clients now have access to Tax Elected Funds (TEFs) following the launch of Querns Income First fund on the wrap - the first TEF to be marketed in the UK.

clock 26 August 2010 •

Wrap/platforms

Ferguson tackles the hot topic of guided architecture

David Ferguson, CEO of Nucleus, looks at the pros and cons of guided architecture

clock 26 August 2010 •
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