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Wrap and Technology

News

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The Platforum announces new management team

17 September 2014 8:57 am | By Natalie Holt

The Platforum has announced a number of management changes following the resignation of founder and managing director Holly Mackay.

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Ascentric posts loss after £1.6m tech spend

17 September 2014 8:55 am | By Michael Glenister

Spend on new Bravura system pushes platform into £567k loss

Comments (1)

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Octopus hires Elevate's Shaun Sandiford in IHT platform push

15 September 2014 10:17 am | By Sam Macdonald

News comes as Octopus signs an agreement with Novia to offer Octopus Inheritance Tax Service on the platform.

Comments (2)

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Nucleus CFO to leave for Zurich

12 September 2014 9:47 am | By Michael Glenister

Nucleus chief financial officer Aileen Mathieson is to join Zurich as chief investment officer. 

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Opinion

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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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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.

Freddie Findlater

The Platforum: Strategic decisions and legacy platforms

28 August 2014

Some advisers’ clients may be held on a platform for historical reasons rather than being the adviser’s actual platform of choice. 

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Scott Gallacher: Back-office to the future

29 July 2014

While advising clients to invest for their own long-term future, apply the same rule and ensure that you invest in your own long term with a decent back-office system.

Comments (2)

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Ian McKenna: FOS holds back the UK on digital advice

28 July 2014

It should not be acceptable that UK consumers are prevented from receiving the advice they need at a price they can afford.

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More Opinion

Gadgets

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Gadget of the fortnight: Apple Time Capsule router

13 June 2014 0:00 am

Are you still using a domestic broadband supply for business purposes?

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More Gadgets

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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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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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.

Comments (2)

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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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How far can technology replicate the advice process?

29 August 2014 | By Amanda Newman Smith

Is technology a business opportunity or a threat for advisers?

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More Analysis

Fund Data

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