Transact has held its top spot on The Platforum leaderboard for the first quarter.
As part of Professional Adviser's 'How I am preparing for RDR' series, Jacksons Financial Services' Pete Matthew discusses outsourcing and social media...
This week Mark Loosmore of AT8 Group looks at the evolution of 7IM's platform, which uses an open architecture approach to provide greater independence.
Maria Merricks speaks to advisers to discover how they selected their discretionary manager.
AIFA has launched a guide to help member firms make a "more informed" decision on outsourcing the investment function.
Seven Investment Management has a reassuringly exclusive feel to its brand, according to AT8's Mark Loosmore.
Financial Software Limited (FSL) and Seven Investment Management (7IM) have teamed up to launch a web-based discretionary portfolio management system.
Seven Investment Management's (7IM's) Justin Urquhart Stewart sparked a mini-row on Friday after declaring the RDR would get rid of the "scum" in the investment advisory arena, during a conference on Exchange Traded Funds (ETFs) at the London Stock Exchange....
A team from Manchester Metropolitan University (MMU) has scooped the Seven Investment Management (7IM) University Financial Planning Team Challenge Cup, designed to attract fresh blood into the advisory world.