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Technology

Wrap/platforms

Tenet to adopt focus:360

Tenet Group has selected focus:360 to power its adviser technology strategy and help members meet RDR requirements.

clock 06 November 2009 •

Wrap/platforms

Ascentric hires former 1st-The Exchange manager

Ascentric is expanding its business development team with the appointment of Debbie Steer, formerly of 1st The Exchange.

clock 06 November 2009 •

Wrap/platforms

Cofunds hire to support advisers through RDR

Cofunds has appointed Paul Rose as head of regional account managers to help the platform work more closely with advisers in the run up to the RDR.

clock 05 November 2009 •

Wrap/platforms

Jelf launches Managed Portfolio Service

Quilter and Skandia will power the managed portfolio service for Jelf Financial Planning as part of a three-way strategic tie-up.

clock 05 November 2009 •

Technology

Tech Review: SimplyBiz

Mark Loosmore of AT8 Group begins his look at how distributors are using technology to get RDR-ready...

clock 04 November 2009 •

Wrap/platforms

Skandia to close nine regional offices

Skandia is closing nine of its regional offices as the company looks to centralise operations and set up a new adviser centre.

clock 02 November 2009 •

Wrap/platforms

1st-The Exchange teams up with Novia

1st-The Exchange is forming a partnership with Novia giving its users access to the wrap provider's online data.

clock 02 November 2009 •

Wrap/platforms

FundsNetwork unveils Adviser Ongoing Fee service

Fidelity FundsNetwork has launched a new fee service to help advisers meet RDR proposals, allowing IFAs to agree an ongoing charge over an entire client portfolio, rather than commission on individual products.

clock 29 October 2009 •

Wrap/platforms

The benefits of consolidation on platforms

Jeremy Mugridge, platform marketing manager for Skandia, looks at where adviser demand for platforms will be focused in the coming months.

clock 29 October 2009 •

Technology

Tech Review: The most bang for bucks

Over the past few weeks we have enjoyed reviewing the various research tools available to help IFAs This week Mark Loosmore, from technology consultancy AT8 Group, goes on the road to see where you might get the most from your tech spend

clock 29 October 2009 •
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