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Wrap and Technology

News

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Strawberry Invest launches managed portfolios service

25 February 2015 11:01 am | By Philip Scott

Direct-to-consumer platform Strawberry Invest has launched a managed portfolios service which investors can access provided they pay in £100 a month.

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Wealth managers and IFAs under threat by tech upheaval

23 February 2015 3:29 pm | By Michael Berry

Asset managers are unlikely to be blown away by technology’s winds of change, but advisers and wealth managers may not be as lucky, Create-Research says. 

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Nutmeg sets personal pension charges starting at 0.3%

23 February 2015 10:25 am | By Sam Brodbeck

Discretionary manager launches personal pension with £5,000 minimum investment.

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Standard Life pays out £17m refund to with-profits fund

20 February 2015 8:53 am | By Natalie Holt

Provider is also expecting to annuity profits this year to fall by up to £15m.

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Opinion

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Ian McKenna: How clients will manage their money in the future

11 February 2015

The adviser tech heading our way from the Finovate Europe conference. 

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Ian McKenna: Novia has an eye for simplicity

6 February 2015

Novia is one of a select few platforms to recognise the importance of making client information appealing and user friendly.

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MM leader: Time to ask some searching questions of your platform

29 January 2015

The underlying technology powering platforms is about to come under the regulatory spotlight. 

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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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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

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

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