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Wrap and Technology

News

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.

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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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Opinion

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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.

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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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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.

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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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Gadgets

Gadget

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

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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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Analysis

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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

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