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Technology

Wrap/platforms

HSBC launches ETFs on Ascentric

Ascentric is unveiling two HSBC ETFs tracking the FTSE 100 and Dow Jones indices as it looks to capitalise on the growing popularity of trackers.

clock 04 December 2009 •

Wrap/platforms

Novia launches analysis tool

Novia has launched an analysis tool to enables advisers to better tally client portfolios with their risk profiles.

clock 04 December 2009 •

Technology

2Plan first to complete high-speed disaster recovery

2plan Wealth Management has become the first national IFA firm to enact a successful two-way disaster recovery trial in only ten hours.

clock 04 December 2009 •

Technology

Tech review: Honister Capital Partners

As part of a series for Professional Adviser, AT8 Group's Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Geoff Swaby, IT director at Honister Capital Partners...

clock 03 December 2009 •

Technology

New software aims to reshape financial advice

A newly developed financial planning tool called 2020 Adviser aims to tear up the traditional model of financial advice whilst meeting the challenges of implementing the RDR.

clock 02 December 2009 •

Wrap/platforms

Transact launches savings plan to help high earners

Transact has launched a qualifying savings plan (QSP) - becoming the first platform to offer the product.

clock 02 December 2009 •

Wrap/platforms

Nucleus breaks £1bn AUM barrier

Nucleus has passed the £1bn barrier in assets under administration, the IFA-owned wrap announced today.

clock 27 November 2009 •

Wrap/platforms

Cofunds on verge of completing new terms with fund houses

Cofunds is close to completing new pricing agreements with the fund houses yet to sign up to its revised terms.

clock 26 November 2009 •

Wrap/platforms

Adviser assets on platforms soar in Q3

Platform assets grew nearly 19% in Q3 underlining the rapid growth of the sector in the run up to the RDR, according to research by The Platforum.

clock 26 November 2009 •

Wrap/platforms

Skandia launches platform due diligence guide for advisers

Skandia has launched a guide to help advisers simplify due diligence when choosing a platform provider.

clock 26 November 2009 •
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