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Wrap and Technology

News

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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.

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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.

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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. 

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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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Opinion

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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.

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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)

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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)

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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)

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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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Gadgets

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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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Analysis

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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)

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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

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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

Comments (1)

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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

Comments (1)

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Fund Data

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