Technology

Justin Urquhart Stewart and his firm Seven Investment Management scooped several of the key intermediary-related awards at the inaugural Adnitor Platform Awards, alongside wins for Standard Life, FundsNetwork and Transact.

A financial planning software system has been launched which enables advisers to demonstrate to clients whether their current financial circumstances will allow them to meet their future lifestyle objectives.

Whizzing through the countryside on the 07.31 train to Waterloo last week, I was struck by a thought. Even though I was travelling through a handful of counties and changing twice onto different train operators, I only had to buy one ticket.

THE Institute of Financial Planning (IFP) is to issue FSA approved guidelines on wrap use amid fears advisers may overstep their authorisation and breach regulations.

THE £1m fine meted out to Nationwide by the FSA after a laptop was stolen from an employee's home has rapidly brought the issue of client data protection to advisers' attention.

Zurich is developing a web-based financial planning tool for advisers, which can be used with clients who have inheritance tax mitigation needs.

I read the other day that there had been a 50% increase in the number of financial services firms going into administration, with independent financial advisers being the worst hit.

SUPPORT services provider Bankhall has teamed up with Goldman Sachs and Capita to launch a new platform offering hundreds of discounted funds for its members.

THREESIXTY is seeking strategic partnerships with a select number of wrap platform providers that will allow it to make annual bonus payments to clients.

FIDELITY FundsNetwork has exclusively revealed details of its multi-asset trusts which aim to help advisers and clients deal with IHT planning.