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Wrap and Technology



Cofunds launches self-direct Sipp product

17 October 2014 12:51 pm | By Sam Macdonald

The platform says the move has been made to offer its self-directed intermediaries a Sipp product.

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Hargreaves warns low interest rates and deposit restrictions hit margins

14 October 2014 8:49 am | By Sam Macdonald

Hargreaves Lansdown has warned that continued low interest rates and the prevention of platforms to offer fixed term deposits is having a continued affect on revenues.


Old Mutual Wealth axes platform drawdown charge and minimum investment fees

9 October 2014 10:00 am | By Sam Macdonald

The changes will come in on 1 January.

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Hargreaves could cut Wealth 150 to 50 funds

9 October 2014 9:57 am | By Sam Macdonald

Hargreaves Lansdown head of investment research Mark Dampier cites lack of good quality funds and fund managers.

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View from The Platforum: Alliance Trust Savings enters the unknown

15 October 2014

The Platforum runs the rule over the ATS platform.


Holly Mackay: Seven wonders of the fin tech world

29 September 2014

The firms that shone for Holly Mackay at the Finovate technology showcase in New York.


Ian McKenna in the US (Pt. 2): What we can learn from the States

26 September 2014

Location features for loyalty plans and personal financial management services point to the next generation of tech development.


Ian McKenna in the US: Digital advice goes mainstream

24 September 2014

Advisers have a great opportunity to benefit from the reinvention of financial advice as a digital service.


Ian McKenna: Wearable tech will change protection forever

19 September 2014

Wearable devices and biometric software have the capacity to transform almost every element of the protection market.

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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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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.

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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

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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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How to find the adviser tech tools that really work

11 September 2014 | By Amanda Newman Smith

Financial planner sheds light on latest technological wizardry in financial services.

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The Platforum: Hargreaves Lansdown remains the D2C platform to beat

5 September 2014

Having looked at adviser platforms over recent weeks, our focus now turns to direct-to-consumer platforms.

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Fund Data

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Have you heard of cases of advised sales being disguised as execution-only?

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