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Wrap and Technology

News

Kellard Mike Axa Wealth 2014

Axa Wealth assets hit £27bn as platform AUA jumps 28%

24 October 2014 8:47 am | By Michael Berry

Axa Wealth grew its assets under management by 10 per cent to £27bn in the year to 30 September.

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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.

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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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Opinion

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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.

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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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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.

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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.

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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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Platforum Conference

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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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Analysis

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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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