professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Wrap/platforms

IFA Smith & Pinching joins Nucleus wrap

Smith & Pinching is joining IFA-owned wrap proposition Nucleus, bringing the total number of firms to more than 60.

clock 07 October 2009 •

Technology

Better Business: Settling the online/offline debate

Continuing his exclusive series for Professional Adviser, Mark Loosmore from technology consultancy AT8 Group analyses product and fund tools for advisers. This week: Synaptic

clock 01 October 2009 •

Investment

Better Business: The wrap scrap

Nucleus chief executive David Ferguson is going to sit back and enjoy developments in what is becoming THE place to be in financial services.

clock 01 October 2009 •

Wrap/platforms

Cofunds defends action to counter 'imbalances' in platform industry

Cofunds has mounted a defence against growing criticism of its negotiations with fund managers, saying the platform is only seeking to rectify the "imbalanced" terms offered to other propositions in the market.

clock 24 September 2009 •

Technology

Better Business: Defaqto Engage review

AT8's Mark Loosmore assesses Defaqto Engage as part of his review of product and fund tools for advisers.

clock 24 September 2009 •

ETFs

Better Business: Are ETFs as cheap as we are led to believe?

Over the years experience has taught me that, when a price sounds too good to be true, a little investigation will prove that it is.

clock 24 September 2009 •

Wrap/platforms

Cofunds mounts defence after adviser attack

Cofunds marketing and proposition director Alistair Conway has rebuffed Brian Dennehy's suggestions the platform has lost IFA backing, saying its sales volumes show the level of adviser support.

clock 15 September 2009 •

Wrap/platforms

IFA Dennehy attacks Cofunds

Influential financial adviser Brian Dennehy has hit out at Cofunds in an open letter to its chief executive Brett Williams, saying a significant number of IFAs are concerned over the "frequent confusion" in leadership and direction.

clock 15 September 2009 •

Technology

Nucleus unveils CGT calculator

Nucleus Financial has launched a free online capital gains tax (CGT) tool for its business platform, in response to adviser demand.

clock 09 September 2009 •

Wrap/platforms

Key re-reg meeting to be held next month

TISA, the Tax Incentivised Savings Association, is to host the first meeting in October of an industry group to decide the implementation of an agreed standard for platform-to-platform re-registration.

clock 09 September 2009 •
344345346
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page