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Technology

Your profession

When the FSA comes knocking

The Financial Services Authority (FSA) will be dropping in to visit one in four of the firms under its charge and if the regulator does not come knocking this year, then management boards can expect not to be kept waiting long.

clock 09 April 2008 •

Technology

IFAs not getting platform message - Defaqto

IFAs are still struggling to obtain necessary charging information from platform providers despite numerous assurances from the industry, Defaqto says.

clock 07 April 2008 •

Technology

Skandia upgrades U-Skan portfolio analysis tool

Skandia has launched an upgraded version of its U-Skan investment analysis tool.

clock 04 April 2008 •

Technology

Five firms added to Adviserwise Matrix tool

UK eCommerce standards body Origo has announced five more companies have singed up to the Adviserwise Matrix system.

clock 03 April 2008 •

Technology

AXA updates Elevate wrap platform

AXA has integrated its wrap platform, Elevate, with front-to-back office system, Intelligent Office offering users automatic valuations on a daily basis.

clock 03 April 2008 •

Technology

Alliance Trust revamps site with webcasts

Alliance Trust Savings has improved its adviser centre to include webcasts of the provider's adviser road shows.

clock 31 March 2008 •

Technology

Platforms will fall under principles-based regulation - FSA

The FSA has confirmed its commitment to a principles-based approach for regulating the platform industry.

clock 31 March 2008 •

Technology

Transact is top but jury out on Skandia / Selestia - IFAs

Transact has the best UK platform proposition but the jury is still out on the newly merged Skandia/Selestia offering, according to a new adviser survey.

clock 28 March 2008 •

Investment

Skandia to bring Dublin-based funds to UK

Skandia Investment Group (SIG) is looking to launch as many as seven of the group's Dublin-based funds to the UK market.

clock 27 March 2008 •

Technology

Defaqto bids to end suitability letter errors

Defaqto says improvements to its suitability letter software will "virtually eliminate" user errors.

clock 27 March 2008 •
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