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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

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.

The fight for platform market share

23 May 2013 | By Gregor Watt

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.

Should financial advisers be embracing social media?

18 April 2013 | By Honor Whiteman

Honor Whiteman asks whether advisers should be embracing social media and finds several notes of caution among industry experts

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