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Technology

Wrap/platforms

How good is your platform's service? Your chance to vote

The Aberdeen UK Platform Awards have introduced a new award this year that could arguably be the most prestigious.

clock 19 July 2010 •

Technology

1st Exchange to launch white-label client comm's tool

Technology provider 1st Exchange is launching a white-label client communication portal for advisers.

clock 16 July 2010 •

Wrap/platforms

From hard sell to UK giant

On the tenth anniversary of FundsNetwork, Fidelity managing director of UK defined contribution and retail Gary Shaughnessy talks to Katrina Baugh about what the future holds for the platform.

clock 16 July 2010 •

Wrap/platforms

Burley takes stake in Nucleus

Sheffield-based Burley Financial Services has taken an equity stake in Nucleus, becoming the IFA-owned wrap's 75th member firm.

clock 15 July 2010 •

Wrap/platforms

Fidelity makes internal hire as head of platforms

Fidelity has appointed Pete Burtonshaw as head of platforms with overall responsibility for both FundsNetwork and the DC propositions.

clock 15 July 2010 •

Wrap/platforms

Fidelity to develop shared corporate/retail platform

Fidelity plans to gradually develop a more holistic proposition uniting the retail and corporate parts of its platforms.

clock 14 July 2010 •

Wrap/platforms

Ascentric launches platform charges tool

Ascentric has launched a tool providing advisers with a breakdown of client portfolio charges, including the cost of setting up model portfolios and ETFs.

clock 14 July 2010 •

Wrap/platforms

Cautious Managed tops Cofunds in Q2

Cautious Managed was the top selling sector on Cofunds in Q2 as advisers look to outsource investment decisions to multi-managers in the run-up to RDR.

clock 12 July 2010 •

Wrap/platforms

FundsNetwork unveils new pricing option for HNWs

Fidelity FundsNetwork has unveiled a new pricing option for high net worth clients, offering free buying for lump sum investments and free switching in exchange for a small annual fee.

clock 12 July 2010 •

Technology

Octopus unveils bulk valuation tool on Adviser Office

IFA back-office provider 1st Exchange has linked with Octopus Investments to provide a bulk valuation service to advisers.

clock 12 July 2010 •
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