This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.

Wrap and Technology


Trail cover 700x450.jpg

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. 


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. 


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. 


Nutmeg to launch personal pension

11 December 2014 | By Sam Brodbeck

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

More News



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.

Comments (5)


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)

Holly MacKay Peach 620x430

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)

Sam Macdonald Peach 620x430

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.

Comments (6)

Brett Williams Peach 620x430

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)

More Opinion



Gadget of the fortnight: Growing digital relationships

4 December 2014

It is a common misconception that wealthy clients do not use technology 

More Gadgets



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

Comments (1)


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)


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

AXA Wealth

Fund Data

Editor's Pick


Will providers be forced to pay out compensation over annuity misselling?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments