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Wrap and Technology

News

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Cofunds hands advisers Q3 2015 sunset clause comms deadline

15 December 2014 4:41 pm | By Sam Brodbeck

Platform will convert unresponsive investors by February 2016. 

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SEI appoints commercial director from Cofunds

12 December 2014 11:43 am | By Tessa Norman

Martin Steer was previously head of commercial finance at Cofunds. 

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Nucleus compensates hundreds of customers after technical glitch

11 December 2014 11:25 am | By Tessa Norman

Technology upgrade resulted in a series of trades being affected. 

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Nutmeg to launch personal pension

11 December 2014 | By Sam Brodbeck

Pension will be administered by Hornbuckle, with launch early next year.

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Opinion

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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.

Comments (4)

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Holly Mackay: Why I'm sick of lectures on 'value not price'

8 December 2014

Fund managers make it impossible to understand what ‘value’ might be.

Comments (5)

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Should publishers launch their own investment propositions?

1 December 2014 | By Sam Macdonald

Conflicts of interest are a constant in the world of financial services, it’s something that everyone is aware of.

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Brett Williams: RBS tech fine is a wake-up call for advice firms

28 November 2014

The cost of doing nothing with IT is now more than the cost of doing something.

Comments (1)

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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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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

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)

More Analysis

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