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Wrap and Technology

News

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Tisa appoints former FundsNetwork boss as director general

22 January 2015 8:33 am | By Tom Selby

Industry trade body Tisa has named former Fidelity FundsNetwork boss David Dalton-Brown as director general.

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Report lays bare model portfolio due diligence concerns

21 January 2015 10:30 am | By Michael Berry

It is impossible for IFAs to do whole-of-market analysis of models portfolios due to opaque and inconsistent data, a Lang Cat and CWC Research report argues.

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'Cradle to grave' target date funds could solve advice gap

21 January 2015 9:10 am | By Michael Berry

The first range of UK target date funds has been launched by the Axa Group and BirthStar.

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Intelliflo revamp boosts online contact between advisers and clients

21 January 2015 8:45 am | By Tessa Norman

Developments to Personal Finance Portal “mark a major change of direction” for the back-office provider.

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Opinion

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Ian McKenna: The future for simplified advice

8 January 2015

Despite views to the contrary, simplified advice does have a place in the market. It is just a matter of getting it right.

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Holly Mackay's after-show Christmas party (Pt.2)

23 December 2014

The “Snog, Marry or Avoid” of the UK retail investment industry.

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Holly Mackay's alternative Christmas awards (Pt. 1)

22 December 2014

Founder of The Platforum hands out industry accolades (and recriminations) as she looks back on 2014.

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Ian McKenna: It's not so hard to deal with small savers

10 December 2014

The challenge faced by advisers is increasingly a matter of who will actually take a scheme for any given employer.

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Ian McKenna: Is this the advice business of the future?

8 December 2014

Adviser firm Alexander House is taking cloud computing to another level, with impressive results.

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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.

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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

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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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