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

Cofunds promises 'wrap' functionality

Cofunds CEO Brett Williams says the platform is evolving to offer all the features of a ‘wrap', despite the fact many advisers are happy with a simpler model.

clock 25 February 2010 •

Wrap/platforms

Nucleus now just "weeks" from profitability

Nucleus CEO David Ferguson has revealed the IFA-owned wrap will be profitable in a matter of weeks and says February has been a stand-out month in terms of inflows.

clock 25 February 2010 •

Wrap/platforms

Clive Waller tackles platform charging

Clive Waller, managing director of CWC Research, discusses the contentious issue of platform charging.

clock 25 February 2010 •

Wrap/platforms

Big Interview: Cofunds CEO Brett Williams

On his first anniversary since taking over as Cofunds CEO, Brett Williams explains how he has shaken up the platform business.

clock 25 February 2010 •

Your profession

Site connecting IFA buyers and sellers unveiled

A website connecting advisers looking to sell their businesses or client banks with those seeking to expand has been launched.

clock 23 February 2010 •

Technology

"When is a comment advice?" PosSol mulls Twitter ban

Positive Solutions is developing an online strategy for its partners to ensure there is a "consistency" among those using social networking services.

clock 23 February 2010 •

Investment

Axa Wealth revenues fall 23%

Revenues at Axa Wealth fell 23% last year to £474m as the recession hit bond and pension sales.

clock 18 February 2010 •

Wrap/platforms

Cofunds to unveil personal pension with Suffolk Life

Cofunds is teaming up with Suffolk Life to launch a personal pension plan on the platform in Q1.

clock 17 February 2010 •

Wrap/platforms

Skandia cuts 'will not affect adviser service'

Skandia Investment Solutions is slashing 150 jobs as part of a cost-cutting programme, but the platform has stressed the move will have minimal impact on adviser services.

clock 15 February 2010 •

Wrap/platforms

Former Edward Jones advisers select Ascentric for new business

Prosperity IFAs & Stockbrokers, the firm established by three former Edward Jones advisers, has selected Ascentric to power its whole of market model.

clock 12 February 2010 •
315316317
  • 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