Wrap/platforms
Wrap/platforms
Advisory businesses are being invited to showcase how they employ technology to support a brilliant customer proposition.
30 March 2015
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Wrap/platforms
The chief executive of UK platform giant Cofunds has admitted the business "should be generating more profit" despite an 83% increase in its 2014 pre-tax result, which reversed a multi-year downward trend.
27 March 2015
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Managed solutions
CIPs should be an integral link between financial planning and desired client outcomes, writes John Porteous
25 March 2015
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Wrap/platforms
Why Alliance Trust's hedge fund row raises platform due diligence questions
23 March 2015
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Wrap/platforms
The number of platforms targeting advisory firms is likely to halve after 2017, according to Standard Life's David Tiller.
13 March 2015
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Software
True Potential has launched a tool on its platform which will allow advised clients to manipulate their financial plan independent of their adviser.
11 March 2015
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