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Wrap and Technology



Pensions Institute director unveils modelling tool

27 March 2015 1:00 pm | By Sam Brodbeck

Pensions Institute director David Blake launches stochastic software for advisers.


Cofunds reports 83% rise in profit but misses revenue target

27 March 2015 11:38 am | By Tessa Norman

Platform says a business of its scale should be generating more profit. 

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FCA issues warning over 'complex' pension freedoms products

26 March 2015 9:03 am | By Sam Brodbeck

Regulator finds firms developing D2C business limiting customer options

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True Potential launches savings dashboard for pension freedoms

11 March 2015 9:01 am | By Sam Brodbeck

True Potential has launched a pension and savings dashboard to help advisers plan and manage client assets.

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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.

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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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Holly Mackay: Platform price wars episode II - attack of the clones

11 March 2015

We are now seeing the start of a second price scuffle, as providers compete for the “pension freedoms wallet”.

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Ian McKenna: The changing advice market - and how advisers have to adapt

9 March 2015

Could advisers learn something from Weight Watchers when it comes to engaging clients?

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John Porteous: Don't let technology dominate the advice process

4 March 2015

Firms must maintain a hold on guiding clients rather than allowing technology to dominate the process.

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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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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


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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