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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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How far can technology replicate the advice process?

29 August 2014 | By Amanda Newman Smith

Is technology a business opportunity or a threat for advisers?

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Ian McKenna: Would guidance be better as a short-term fix?

26 August 2014

A huge amount of time and money is about to be spent because the Chancellor did not fully think through the implication of the guidance guarantee. 

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The Platforum: Parmenion and its ready-made CIPs

24 July 2014

Ready-made centralised investment propositions

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Sprint to the finish

17 July 2014 | By Amanda Newman Smith

Fastrak service gives advisers a single view of platform and back office systems.

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The secret to retaining low-value business

23 June 2014 | By Amanda Newman Smith

Plan Money director Peter Chadborn tells Amanda Newman Smith the rationale behind Plan Direct, his firm’s online non-advised service

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Platform Focus: Club-like Nucleus is real player

5 June 2014

The club-like atmosphere at the IFA-focused platform means its users are strong supporters of the business but it may struggle to remain competitive on fund charges due to its size

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Phil Young

Compliance tip of the week: IT shouldn't direct investment

9 October 2014

It worries that software vendors have a greater and greater influence over independent advice.

Gadget of the fortnight: Health Kit on iOS 8

2 October 2014

This fortnight’s gadget has to be the new Health content within iOS 8. iPhone customers who have downloaded the update will now have a white icon with a red heart on their home screens. Whilst apparently some of the initial content planned for Health Kit has been withheld for some security tweaks, it is well worth getting to know this feature as in the future it will have a tremendous impact on the insurance industry. Apple is delivering the service to encourage individual ...

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Platform Focus: Fidelity steals a march on guidance

25 September 2014

Fidelity Personal Investing is arguably the original direct platform, having launched in 2000 before Cofunds or Hargreaves Lansdown

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The Platforum: How do advisers view the platform market?

11 August 2014

The Platforum asks advisers how they feel towards those platforms they are, or are not, currently using.

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What payments can platforms still take from fund managers?

29 May 2014 | By Sam Macdonald

Platforms are allowed to continue to take payments from fund managers for a number of ancillary services.

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Platform Focus: Ascentric

29 May 2014

Independent platform business lacks the soft touch of some of its rivals but is praised by its users for its functionality

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Platform Focus: AJ Bell Sippcentre

15 May 2014

AJ Bell has grown out of a Sipp heritage to become a broader keenly priced platform but has experienced growing pains along the way

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Gadget of the fortnight: Voice recognition

15 May 2014

Ian McKenna looks at voice recognition available through any iPhone or iPad

Platforum Focus: Transact

8 May 2014

The independently owned platform continues to set the standard for service levels but is on the pricey side

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Platform Focus: James Hay

1 May 2014

James Hay has spent the past two years trying to broaden the business away from its core pensions business and its new Modular iPlan is at the forefront of its plans to re-engage with advisers.

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Institutional platforms seek FCA rebate rules work-around

24 April 2014 | By Sam Macdonald

Firms think they fall outside of platform definitions and can therefore retain fund manager payments.

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Platform Focus: How Standard Life is looking to evolve

24 April 2014

Standard Life is not the cheapest option but good service costs money.

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Platform Focus: Skandia

17 April 2014

Skandia’s new Wealth Select service has attractions for advisers looking to de-risk their business but it feels a little like a business in transition

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Gadget of the fortnight: CarbonFin Outliner

17 April 2014

CarbonFin Outliner is a simple tool that lets you build an outline of anything in a logical and structured pattern.

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Platform focus: FundsNetwork

10 April 2014

An expected change of software provider and improving functionality means the Fidelity owned platform will remain a powerful force.

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Platform Focus: Cofunds

3 April 2014

The Platforum runs the rule over the main players in the platform market, starting with industry behemoth Cofunds.

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Gadget of the fortnight: Priority Matrix

3 April 2014

For the first of a new column on apps and gadgets that make working life easier, Ian McKenna looks at an organisational app he uses every day

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Ian McKenna: Zurich's app is a great leap in case tracking

26 March 2014

While the rest of the industry is stuck in the past, Zurich’s use of mobile technology makes advisers’ lives a whole lot easier by helping tackle the problem of case tracking

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Ned Cazalet: What next for platforms and life companies?

27 February 2014 | By Michael Glenister

Cazalet Consulting chief executive Ned Cazalet examines the potential weak points in the current platform market.

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The 10 biggest platform issues for 2014

20 January 2014

Clean share classes are top of the list of the challenges for platforms but they must also cope with downward pressure on charges, the rise of execution-only and navigate changing regulation.

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A year in platforms: Unbundled switching, new pricing and lots of fuss over preferential deals

23 December 2013 | By Michael Glenister

For platforms, the year has been dominated by the switch to clean share classes.

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