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
CarbonFin Outliner is a simple tool that lets you build an outline of anything in a logical and structured pattern.
An expected change of software provider and improving functionality means the Fidelity owned platform will remain a powerful force.
The Platforum runs the rule over the main players in the platform market, starting with industry behemoth Cofunds.
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
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
Cazalet Consulting chief executive Ned Cazalet examines the potential weak points in the current platform market.
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.
For platforms, the year has been dominated by the switch to clean share classes.
The FCA’s final rules for platforms has caused platforms to try and position themselves as the best placed to help advisers deal with the new rules.
Honor Whiteman asks whether advisers should be embracing social media and finds several notes of caution among industry experts