Technology

Richard Goodall, sales and marketing director at Ascentric, on how to make your firm stand out from the crowd.

Evercore Pan-Asset has launched two OEIC funds on Ascentric which will invest in exchange traded funds (ETFs).

IFA network giant Sesame is set to launch an online RDR forum enabling its member firms to share ideas as they prepare for life after 2012.

Glasgow-based adviser Strategic Asset Managers has joined wrap provider Nucleus as the business prepares for the RDR.

North-east national IFA network Moneygate - recently linked to the purchase of the Alpha to Omega (A2O) network - has selected Ascentric to power its wrap proposition.

The technology to develop employee benefits platforms is available today, but a lack of common standards makes integration one of the biggest hurdles facing their rollout, says The Platforum.

The majority of clients transfer out of with-profits funds following reviews, say advisers.

David Ferguson, CEO of Nucleus, assesses recent moves by wraps and platforms to clarify their pricing structures.

Novia has linked up with wealth manager London & Capital to offer 10 actively-managed portfolios.

AWD Chase De Vere has agreed a £1.4m four-year deal with Focus Solutions to provide software support to its team of 178 advisers.