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wrap platforms

uncategorised

True Potential adds e-SIPPs to platform

True Potential is offering SIPP products from Pointon York, Intelligent Money and Suffolk Life on its wealth platform.

clock 09 June 2011 •

ETFs

Henderson Rowe launches ETF portfolios on Transact

Investment manager Henderson Rowe has unveiled a range of risk-scaled ETF portfolios on independent wrap platform Transact.

clock 07 June 2011 •

Wrap/platforms

Former Elevate chief Jennings joins FNZ

Platform technology provider FNZ has appointed former Axa Elevate managing director Martin Jennings to the newly-created position of COO for Australia and New Zealand.

clock 06 June 2011 •

Wrap/platforms

Consumer Panel to probe platforms' client record keeping

The Financial Services Consumer Panel (FSCP) is investigating platforms' recording of client transactions, following concerns consumers will be left with no investment history if providers go bust.

clock 03 June 2011 •

uncategorised

Suffolk Life targets mass affluent with SmartSIPP

Suffolk Life will launch its SmartSIPP by the end of June.

clock 02 June 2011 •

Investment

Will this investment toolkit keep the regulator at bay?

Skandia has launched a new investment process toolkit to help advisers comply with regulatory requirements and meet client needs.

clock 02 June 2011 •

Wrap/platforms

FSA's platform paper delayed to Q3

The FSA's platform policy paper has been delayed to Q3 as the regulator struggles to formulate final rules on controversial areas including proposals to ban cash rebates.

clock 01 June 2011 •

Technology

PosSol rolls out bespoke True Potential software to partners

Positive Solutions is rolling out a bespoke version of the latest True Potential software to its partners.

clock 01 June 2011 •

Wrap/platforms

Macquarie's Porteous to head up RSM Tenon's platform

RSM Tenon has appointed Macquarie wrap's former head of distribution John Porteous to head up its wealth platform proposition.

clock 31 May 2011 •

uncategorised

Fidelity plans to enter enhanced annuity arena

Fidelity plans to offer access to an enhanced annuity via its defined contribution (DC) platform.

clock 27 May 2011 •
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