Technology

Nucleus' Philip Martin is to leave his role as business development director at the IFA-owned and controlled wrap platform he helped launch three years ago.

True Potential has added risk assessment tools from Morningstar and asset allocation models from Ibbotson Associates (a unit of Morningstar) to its business platform.

Platform providers have been forced to defend themselves following criticism from the IMA they are not passing on key fund information to advisers and their clients effectively.

Focus Solutions Group, the technology provider, has posted a 27% profit increase for the year ended 31 March 2009.

I'll start and end with the recent news that Skandia has performed a spectacular u-turn and is no longer planning to offer re-registration away from its platform.

Life insurers will increasingly look to the workplace wrap market, as their platforms fail to make ground in the individual arena, according to e-business specialists, Dunstan Thomas.

Advisers can follow income protection (IP) applications with Aegon Scottish Equitable online at any time after the insurer launched a tracking tool.

Friends Provident has launched a web-based tool designed to help advisers writing more protection business online.

Around 15% of financial advisers are continuing to shun technology by running paper-only practices, a study suggests.

The move to fee-based business models and the focus on understanding and communicating risk has driven many advisers to look for tools to help support them in generating accurate, professional financial plans.