Technology

Earlier this year Dunstan Thomas ran two parallel surveys based on the impact of wrap services. The first focused on providers and administrator firms and the second on financial adviser community. Chris Read, summarises the key findings.

Cofunds has reached £15bn in assets under administration, less than 18 months after passing the £10bn barrier.

Bankhall, the support services provider, has announced its Portavista platform is now live for trading.

IFAonline.co.uk has been inundated with comments on mortgage dual-pricing over the last few months. In response to requests from our readers, we are launching a campaign on the issue with a view to making the FSA listen properly to advisers' and brokers'...

Bankhall's platform Portavista is now live for trading, eight months after its launch was first announced.

Bill Vasilieff, ex sales and marketing director at Selestia, is set to launch a new wealth management platform called Novia later this year.

Thanks to the FSA, we now have one new word and another defined to add to the industry dictionary, "guided sales" and "advice".

IFA support firm Parmenion has called on advisers to turn away business with any platforms not permitting free and open asset transfers.

Friends Provident has launched a new automated alert service allowing advisers to track new protection cases.

Small financial firms are spending more on governance and compliance than their larger counterparts as regulation costs hit record highs, a Deloitte study suggests.