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Wrap and Technology



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.


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.


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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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 Peach 620x430

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

23 December 2014

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

Holly MacKay Peach 620x430

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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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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