With just over a year to go until the transition, it is worth taking stock of the rules around taxation
Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance
The next phase of Barclays’ evolution will see it building its own platform technology with FNZ
Financial planner sheds light on latest technological wizardry in financial services.
Having looked at adviser platforms over recent weeks, our focus now turns to direct-to-consumer platforms.
Is technology a business opportunity or a threat for advisers?
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.
Ready-made centralised investment propositions
Fastrak service gives advisers a single view of platform and back office systems.
Plan Money director Peter Chadborn tells Amanda Newman Smith the rationale behind Plan Direct, his firm’s online non-advised service
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
Goldmine Media helps advice firms get the best from digital marketing.
It worries that software vendors have a greater and greater influence over independent advice.
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 ...
Fidelity Personal Investing is arguably the original direct platform, having launched in 2000 before Cofunds or Hargreaves Lansdown
The Platforum asks advisers how they feel towards those platforms they are, or are not, currently using.
Platforms are allowed to continue to take payments from fund managers for a number of ancillary services.
Independent platform business lacks the soft touch of some of its rivals but is praised by its users for its functionality
AJ Bell has grown out of a Sipp heritage to become a broader keenly priced platform but has experienced growing pains along the way
Ian McKenna looks at voice recognition available through any iPhone or iPad
The independently owned platform continues to set the standard for service levels but is on the pricey side
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.
Firms think they fall outside of platform definitions and can therefore retain fund manager payments.
Standard Life is not the cheapest option but good service costs money.
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.