Technology

The FSA has updated its list of examples of good and bad practice by advisory firms when selecting and using platforms.

The cost of implementing the Financial Services Authority's (FSA) platform proposals has reduced from £174.6m to £103.8m as a result of its decision not to go ahead with its ban on cash rebates.

The platform policy paper will be published on Monday, the FSA said today.

Mark Loosmore of AT8 Group gets a sneak preview of new financial planning tool Avelo Wealth Optimiser.

Alastair Conway, sales and marketing director at Cofunds, explains why a good platform could be your launchpad for an RDR-compliant business.

The Aberdeen UK Platform Awards dinner is the only event dedicated to excellence and achievement in the investment platform sector. All platform providers will be there, all hoping to win a prestigious award.

Zurich UK Life has launched a recruitment drive to beef up its platform team ahead of the planned launch of its retail proposition later this year.

The importance of platforms to adviser businesses has been laid bare by new research suggesting over 90% of IFA firms now use a wrap or fund supermarket.

Zurich set out its ambition to challenge the UK's major retail platforms after revealing its long-awaited proposition will come to market in Q4 this year.

Mark Loosmore of AT8 Group dissects the latest life planning tool available on the iPad.