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Wrap and Technology



Santander to launch D2C platform

24 November 2014 9:05 am | By Natalie Holt

Bank is reportedly looking at platform launch next year for new and existing customers.

The Platforum hosts Female Investment Forum

20 November 2014

The Platforum is hosting its annual Female Investment Forum to bring together women from across financial services to network and discuss their perspective on the world of investment.


Intelliflo replaces Nick Eatock as chief exec

18 November 2014 2:08 pm | By Tom Selby

Hamish Purdey replaces Nick Eatock, who has been named executive chairman, in the role.


Axa Elevate COO Andrew Smith returns to Nucleus as CTO

17 November 2014 1:39 pm | By Michael Berry

Former Axa Elevate chief operating officer Andrew Smith is returning to Nucleus as chief technology officer.

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Ian McKenna: Auto-enrolment and financial fitness

17 November 2014

Combining auto-enrolment services with financial wellbeing strategies is an untapped opportunity for advisers.

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Ian McKenna: What advisers can learn from medical tech

31 October 2014

Sometimes looking outside our own industry makes it easier to understand the potential impact of technology in context.


Ian McKenna: US advice firm helps investments Blooom

25 October 2014

Blooom is another example of a bricks-and-mortar US adviser recognising the opportunity offered by digital advice

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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.

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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

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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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