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Ian McKenna: Does Intelliflo overhaul mark the technology tipping point?

21 January 2015

Intelliflo appears to have cracked the issue of how to deliver digital relationships that complement traditional services.

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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

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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.


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


Sprint to the finish

17 July 2014 | By Amanda Newman Smith

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


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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Holly_Mackay pink

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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Extracting value from digital marketing

6 November 2014 | By Amanda Newman Smith

Goldmine Media helps advice firms get the best from digital marketing.

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 ...


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


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.


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.


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


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

Comments (2)

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

Comments (4)

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