Technology

Too much energy is wasted in trying to define what a wrap is, when all advisers should be asking is what a wrap needs to be able to do to add value to their business, suggests James Hay.

The Personal Finance Society has launched a survey into the use of wraps in the retail investment market to aid its ongoing discussions with the Financial Services Authority on wrap platforms.

Advisory firm Beckett Financial Services is launching its wrap wealth management service next month in an attempt to "up its game" and meet clients' "exacting" financial planning requirements.

The Financial Services Authority has launched a consumer campaign on its website which it hopes will build up a volunteer force of financial services workplace presenters.

Progress from Royal Liver is set to launch a website giving advisers the ability to gauge their progress meeting the FSA's Treating Customers Fairly principles.

THE Exchange has expanded its ‘real time' annuity quotation service with the addition of Canada Life on its Exweb portal.

Tom Drury has stood down as Vertex managing director following the completion of the company's sale to a consortium of three US investment firms.

FUNDSNETWORK has significantly increased its presence in the SIPP universe one year after the introduction of pension simplification.

AN online training course to give advisers an insight into ethical investing has been launched in response to soaring demand for "green" advice.

JAMES Hay has added 13 new funds from providers including Aegon, M&G and Morley to its wrap platform.