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
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • 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
    • PA360 Watchlist

    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

RDR platform paper: FSA to target charging, incentives and re-reg

The FSA's Sheila Nicoll has hinted today's Discussion Paper on platforms will hone in on rebates, transparency of charging and action the regulator can take to aid re-registration.

clock 26 March 2010 •

Wrap/platforms

Better Business: How can you select the right platform?

With the number of platforms increasing and competition intensifying, advisers need to take more time selecting the right platform for their clients, writes Skandia's Jeremy Mugridge.

clock 25 March 2010 •

Wrap/platforms

Ascentric hires business development chief for push North

Ascentric has appointed Julia Dobell as business development manager in the North as the wrap identifies growing demand for its proposition in the region.

clock 23 March 2010 •

Wrap/platforms

RDR will not hit "top-end" IFAs

The head of Avalon - one of the first platforms to launch in the UK - says the RDR will have very little impact on the high-end of the market.

clock 22 March 2010 •

Technology

1st - The Exchange launches revamped Adviser Office

1ST - The Exchange has released the latest version of its back office software solution Adviser Office (AO) as part of an ongoing client consultation programme.

clock 22 March 2010 •

Technology

2plan unveils Horizon client portal

National IFA 2plan Wealth Management has launched an online client portal enabling its advisers' fee-based clients 24/7 access to their portfolio and valuation information.

clock 22 March 2010 •

Regulation

Aviva wrap head urges FSA to reconsider supermarket rebates

The head of Aviva's wrap says the FSA should "hold its nerve" and consider ending the practice whereby fund supermarkets keep rebates from fund management groups.

clock 18 March 2010 •

Wrap/platforms

Better Business: Building your brand

Richard Goodall, sales and marketing director at Ascentric, on how to make your firm stand out from the crowd.

clock 11 March 2010 •

Wrap/platforms

Evercore Pan-Asset funds of ETFs on Ascentric

Evercore Pan-Asset has launched two OEIC funds on Ascentric which will invest in exchange traded funds (ETFs).

clock 09 March 2010 •

Your profession

Sesame launches RDR 'idea-share' tool

IFA network giant Sesame is set to launch an online RDR forum enabling its member firms to share ideas as they prepare for life after 2012.

clock 08 March 2010 •
313314315
  • 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