Technology
Wrap/platforms
Dominic Ventham, head of marketing at Ascentric, discusses how technology can improve disclosure.
22 July 2010
•
Wrap/platforms
The Aberdeen UK Platform Awards have introduced a new award this year that could arguably be the most prestigious.
19 July 2010
•
Technology
Technology provider 1st Exchange is launching a white-label client communication portal for advisers.
16 July 2010
•
Wrap/platforms
On the tenth anniversary of FundsNetwork, Fidelity managing director of UK defined contribution and retail Gary Shaughnessy talks to Katrina Baugh about what the future holds for the platform.
16 July 2010
•
Wrap/platforms
Sheffield-based Burley Financial Services has taken an equity stake in Nucleus, becoming the IFA-owned wrap's 75th member firm.
15 July 2010
•
Wrap/platforms
Fidelity has appointed Pete Burtonshaw as head of platforms with overall responsibility for both FundsNetwork and the DC propositions.
15 July 2010
•
Wrap/platforms
Fidelity plans to gradually develop a more holistic proposition uniting the retail and corporate parts of its platforms.
14 July 2010
•
Wrap/platforms
Ascentric has launched a tool providing advisers with a breakdown of client portfolio charges, including the cost of setting up model portfolios and ETFs.
14 July 2010
•
Wrap/platforms
Cautious Managed was the top selling sector on Cofunds in Q2 as advisers look to outsource investment decisions to multi-managers in the run-up to RDR.
12 July 2010
•
Wrap/platforms
Fidelity FundsNetwork has unveiled a new pricing option for high net worth clients, offering free buying for lump sum investments and free switching in exchange for a small annual fee.
12 July 2010
•
