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Wrap/platforms

Wrap/platforms

Future of Portavista platform in doubt

The future of Bankhall's Portavista platform has been thrown into fresh doubt after the support provider announced it would no longer use Capita's Enabler technology to power it.

clock 25 November 2009 •

Wrap/platforms

Platform success prompts AXA Wealth restructure

AXA Wealth is realigning its sales team to reflect the growing importance advisers are attaching to platforms and investment.

clock 24 November 2009 •

Wrap/platforms

Ascentric links with Investec for deposit account

Ascentric is launching a deposit account from Investec to tap into the growing appetite for cash as investors shun volatile equity markets.

clock 24 November 2009 •

Wrap/platforms

Cofunds and Threadneedle announce tie-up

Cofunds has agreed a long-term tie-up with Threadneedle ahead of the launch of its panel of research funds in January.

clock 23 November 2009 •

Tax Planning

FundsNetwork launches upgraded tax wrapper tool

FundsNetwork is launching a second version of its tax wrapper analyser, giving advisers an upgraded comparison tool and an analysis function for high-rate taxpayers.

clock 20 November 2009 •

Your profession

Nucleus' David Ferguson: Passion!

Carmine Gallo, who recently completed a book on Steve Jobs' presentation techniques, observes that "Passion, emotion, and enthusiasm are grossly underestimated ingredients in professional business communications."

clock 20 November 2009 •

Wrap/platforms

Leeburn Financial joins Nucleus

Leeburn Financial Planning is teaming up with wrap platform Nucleus.

clock 19 November 2009 •

Wrap/platforms

Ascentric appoints former Hartford director

Wrap platform Ascentric has appointed Alan Ferguson to its business development team.

clock 19 November 2009 •

Wrap/platforms

Cofunds appoints Wynne-Jones

Cofunds has appointed Stephen Wynne-Jones, formerly of SSP, as head of marketing operations.

clock 10 November 2009 •

Wrap/platforms

Ascentric owner considers Fundsdirect sale

IFDL, the company behind the Ascentric wrap, is reviewing its Fundsdirect business with a view to a possible sale.

clock 10 November 2009 •
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