Technology

Bankhall has published a white paper aimed at provoking thought and debate on the challenges and benefits of using Client Management Systems (CMS).

Advisers will be able to create their own funds in a matter of weeks with the launch of a new Luxembourg-based platform by KMG SICAV SIF.

Caution heralds opportunity With concerns about inflation and rising interest rates, market participants have become very cautious on global interest rates.

AXA has expanded its adviser-focused protection website with additional client-facing sales aids.

F&C has listed its four Lifestyle multi-manager funds on Zurich's platform and made them available through the provider's Sterling Bond and Sterling Investment Account, and retail pension and ISA products.

Novia, the new wrap provider set up by Selestia co-founder Bill Vasilieff, has appointed a director of sales and a regional sales manager for the North East.

Three in four advisers are still producing suitability reports manually despite the time and cost penalties involved, says 1st - The Exchange.

Skandia MultiFunds' legacy business - billions of pounds accumulated over 20 years - is still not migrated onto the new Skandia Investment Solutions platform nearly a year after launch.

Skandia has confirmed that Brett Williams will leave to take up the position of chief executive at Cofunds.

Wrap provider Ascentric has appointed David Harvey as IT director and Alex Mitchell as programme manager.