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Wrap and Technology



Parmenion profits up 88% to £1.75m

25 July 2014 1:08 pm | By Michael Glenister

Turnover increased 57 per cent to £5.3m in year to March 2014.

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Ratings agency raises concerns over FundsNetwork transparency

25 July 2014 11:30 am | By Sam Macdonald

The FundsNetwork platform is legally owned by the Bermuda-domiciled FIL Ltd.

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PFS launches CPD mobile app

25 July 2014 11:03 am | By Michael Glenister

Application designed to allow advisers to record CPD.

Cyber security

Platforms under cyber security attack

25 July 2014 8:30 am | By Michael Glenister

Money Marketing reveals the vulnerabilities in some platforms’ security systems

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Ian McKenna: FOS holds back the UK advance on digital advice

24 July 2014

It should not be acceptable that UK consumers are prevented from receiving the advice they need at a price they can afford.


Ian McKenna: Forget one-off sessions - offer Budget guidance online

14 July 2014

Online services are taking a longer-term approach to retirement planning that could help consumers achieve better outcomes.


The Platforum on Aviva: Advisers are dealing with a different animal

1 July 2014

Aviva’s platform proposition had a difficult start in life with the failed launch of its Lifetime brand.

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Ian McKenna: Advisers must embrace next generation technology

30 June 2014

nViso’s presentation at The Platforum’s Top Gear III event showcased technology with enormous potential to address some of the most challenging issues in our industry.

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Ian McKenna: Is wearable tech the future of healthcare?

27 June 2014

Not just an insight to one’s own health, wearable technology can monitor stress, identifying the times when people might make the best financial decisions.

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More Opinion



Gadget of the fortnight: Apple Time Capsule router

13 June 2014 0:00 am

Are you still using a domestic broadband supply for business purposes?

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More Gadgets

Platforum Conference


Hargreaves Lansdown: Vast majority of fund groups will offer us deals

31 October 2013 9:30 am | By Sam Macdonald

Chief executive Ian Gorham says currently around 80 per cent of assets go into preferential deals.

More from Platforum Conference



The Platforum: Parmenion and its ready-made CIPs

24 July 2014

Ready-made centralised investment propositions


Sprint to the finish

17 July 2014 | By Amanda Newman Smith

Fastrak service gives advisers a single view of platform and back office systems.


The secret to retaining low-value business

23 June 2014 | By Amanda Newman Smith

Plan Money director Peter Chadborn tells Amanda Newman Smith the rationale behind Plan Direct, his firm’s online non-advised service

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Holly_Mackay pink

Platform Focus: Club-like Nucleus is real player

5 June 2014

The club-like atmosphere at the IFA-focused platform means its users are strong supporters of the business but it may struggle to remain competitive on fund charges due to its size

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More Analysis

The Cost of Advice

Sponsored by Brooks Macdonald

Fund Data

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Do you think advisers will benefit from Chancellor George Osborne's guidance guarantee?

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