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Wrap and Technology


Ian Taylor

Private equity firms circle Transact

30 October 2014 10:15 am | By Tessa Norman

Sale moves closer as private equity firms circle the platform.

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Nucleus appoints CFO from Adam & Co

30 October 2014 9:07 am | By Sam Macdonald

Doug Heron takes up the role of CFO in January and will be responsible for overseeing finance, risk and compliance at the platform provider.


Platforms to launch new industry body

29 October 2014 4:08 pm | By Tessa Norman

All major platforms set to join new industry group.

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Kellard Mike Axa Wealth 2014

Axa Wealth assets hit £27bn as platform AUA jumps 28%

24 October 2014 8:47 am | By Michael Berry

Axa Wealth grew its assets under management by 10 per cent to £27bn in the year to 30 September.

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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.


Holly Mackay: Seven wonders of the fin tech world

29 September 2014

The firms that shone for Holly Mackay at the Finovate technology showcase in New York.


Ian McKenna in the US (Pt. 2): What we can learn from the States

26 September 2014

Location features for loyalty plans and personal financial management services point to the next generation of tech development.

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Gadget of the fortnight: iPhones vs Android devices

30 October 2014

The more I use the latest versions of Android the more I think Apple’s advantage in terms of ease of use is disappearing

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Platforum Conference


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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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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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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Fund Data

Editor's Pick


Should Sesame unwind the 'pay to play' deals it set up as part of its restricted advice panel?

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