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Wrap and Technology



Axa Wealth scraps pension platform charges

26 November 2014 11:37 am | By Sam Brodbeck

New flexible drawdown product due to launch.

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Nucleus rolls out annuity portal after pilot

25 November 2014 2:46 pm | By Sam Macdonald

Adviser-owned wrap Nucleus has launched it annuity portal to the wider market on its platform following a pilot.


Square Mile partners with Cofunds for fund research

25 November 2014 12:25 pm | By Michael Berry

Square Mile has partnered with Cofunds to offer fund research.


Telegraph defies own exit fees campaign with D2C wrap

25 November 2014 10:20 am | By Sam Macdonald

The Daily Telegraph appears to have gone against its own editorial stance on exit charges by charging transfer fees on its new direct platform proposition.

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Holly Mackay: Lazy thinking on the D2C market

26 November 2014

The growing self-directed customer channel is as much threat to good financial planners as I am to Angelina Jolie.

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Ian McKenna: Auto-enrolment and financial fitness

17 November 2014

Combining auto-enrolment services with financial wellbeing strategies is an untapped opportunity for advisers.

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Ian McKenna: What advisers can learn from medical tech

31 October 2014

Sometimes looking outside our own industry makes it easier to understand the potential impact of technology in context.


Ian McKenna: US advice firm helps investments Blooom

25 October 2014

Blooom is another example of a bricks-and-mortar US adviser recognising the opportunity offered by digital advice

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Jeremy Fawcett peach

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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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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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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