Technology

Cofunds has agreed a long-term tie-up with Threadneedle ahead of the launch of its panel of research funds in January.

Plum Software will run a series of roadshows for IFAs around the country demonstrating how its latest software can help with client management.

FundsNetwork is launching a second version of its tax wrapper analyser, giving advisers an upgraded comparison tool and an analysis function for high-rate taxpayers.

Carmine Gallo, who recently completed a book on Steve Jobs' presentation techniques, observes that "Passion, emotion, and enthusiasm are grossly underestimated ingredients in professional business communications."

Leeburn Financial Planning is teaming up with wrap platform Nucleus.

Wrap platform Ascentric has appointed Alan Ferguson to its business development team.

Cofunds has appointed Stephen Wynne-Jones, formerly of SSP, as head of marketing operations.

IFDL, the company behind the Ascentric wrap, is reviewing its Fundsdirect business with a view to a possible sale.

Does Prestwood have the Wow factor?

The Cautious Managed sector is top of the Cofunds chart for the second consecutive month - accounting for three of the top five best selling funds in October.