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Wrap and Technology



Allfunds named as Europe's biggest platform

21 April 2015 11:39 am | By Philip Scott

The part Santander-owned organistion has overtaken UBS with €147bn in assets.


GBST to power Just Retirement platform

20 April 2015 10:11 am | By Sam Brodbeck

Composer platform allows customers to “mix and match” their savings.


7IM offers direct platform for orphan clients

17 April 2015 12:03 pm | By Tessa Norman

Wealth manager says there is demand for a direct service from orphan clients. 


Private equity firms circle £100m 7IM

16 April 2015 12:00 pm | By Tessa Norman

Wealth manager set to be valued at £100m, Money Marketing understands.

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Nick Eatock: Looking out for the 'lost' generations

16 April 2015

For UK advisers wanting sustainable, long-term business success, the time is right to review and adapt working models to embrace a mix of automated services alongside the personal approach.


Chris Gilchrist: A vision of the future

10 April 2015

My device has learnt my habits, likes and dislikes and, if I stop to think about it, runs a lot of my life.

Comments (1)


Ian McKenna: Why we need a tech solution for insistent clients

2 April 2015

A Government-operated hub for those wishing to act against advice would hugely beneficial for the industry.

Comments (9)


Ian McKenna: The distributors changing the face of auto-enrolment

30 March 2015

A number of innovators have shown what is possible but they will not be the last to build vertically integrated solutions.

Comments (2)


Ian McKenna: Lessons from the US on adviser software integration

16 March 2015

UK advisers are right to expect more of software suppliers and platforms.

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Gadget of the fortnight: Growing digital relationships

4 December 2014

It is a common misconception that wealthy clients do not use technology 

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Ian McKenna: Does Intelliflo overhaul mark the technology tipping point?

21 January 2015

Intelliflo appears to have cracked the issue of how to deliver digital relationships that complement traditional services.

Comments (3)


Paul Kennedy: CGT and the platform sunset clause

6 November 2014

With just over a year to go until the transition, it is worth taking stock of the rules around taxation


Does your firm need a business makeover?

20 October 2014 | By Amanda Newman Smith

Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance

Comments (1)


The Platforum: Barclays is banking on a new platform

17 September 2014

The next phase of Barclays’ evolution will see it building its own platform technology with FNZ

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