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Wraps and Technology
08:36 | 11 Mar 2010
| By
Iain Martin
The Macquarie wrap has been upgraded to include a capital gains tax (CGT) calculation tool from Financial Software.
12:54 | 08 Mar 2010
| By
Michelle McGagh
Derek Stewart, director of Strategic Asset Managers, says transparency is a key factor in signing up to Nucleus.
07:00 | 03 Mar 2010
| By
Iain Martin
The Association of Independent Financial Advisers has started work on a due diligence guide to help advisers pick a platform.
16:01 | 01 Mar 2010
| By
Iain Martin
Platform provider Cofunds has launched a low-cost pensions account for savers building a retirement pot.
09:59 | 01 Mar 2010
| By
Iain Martin
Transact has cut its annual and transaction charges and will lower prices even further for clients with more than £1 million on the wrap.
08:08 | 23 Feb 2010
| By
Iain Martin
Praemium’s V-wrap becomes the first platform to be accredited by the Institute of Chartered Accountants in England and Wales.
10:39 | 22 Feb 2010
| By
Nicholas Paler
AIM-listed Cavanagh Group will use the platform to provide a scalable, repeatable acquisition model.
15:50 | 15 Feb 2010
| By
Iain Martin
Skandia plans to lay off 150 staff to cut costs by 20% to prepare for lower margins in the platforms sector.
16:21 | 11 Feb 2010
| By
Gavin Lumsden
West Bromwich Building Society has switched commercial ties from Aviva to AXA Life in a move that will see its advisers adopt the Elevate wrap.
07:00 | 09 Feb 2010
| By
Iain Martin
The FSA is expected to take a hard line on adviser inducements in the platform section of the RDR paper, but will not tackle re-registration issues.
15:56 | 08 Feb 2010
| By
William Robins
A new referral service will allow non-RDR compliant advisers to become introducers.
12:14 | 05 Feb 2010
| By
Maryrose Fison
IFA-owned wrap platform Nucleus has unveiled its new IFA advisory board, revealing the addition of two new member firms.
07:00 | 05 Feb 2010
| By
Iain Martin
Assureweb has invested £1.3 million in an overhaul of its quotation system, the final payout in a £7.5 million project.
11:29 | 02 Feb 2010
| By
Chris Marshall
Customers of Skipton Building Society have had their bank account details exposed to other customers after a ‘printer error’.
07:00 | 02 Feb 2010
| By
Iain Martin
Financial planner Mark Hughes has criticised Aviva for relaunching its wrap when it is still embroiled in compensating his clients for problems with Lifetime, the predecessor platform.
13:34 | 28 Jan 2010
| By
Iain Martin
The relaunched Aviva Wrap is allowing advisers to take initial commission of up to 10% of clients' funds when they move them on to the platform, says Nick Burton.
09:00 | 28 Jan 2010
| By
William Robins
Skandia has launched and online tool for advisers to help keep track of with-profts funds.
14:51 | 27 Jan 2010
| By
Iain Martin
Cofunds is to follow Skandia and AXA Elevate and offer unbundled charging by the end of the year.
10:19 | 27 Jan 2010
| By
Maryrose Fison
Stuart Dyer of Close Asset Management, is gearing up to the challenge of expanding the firm’s adviser team and client base as a key part of its growth strategy.
09:38 | 27 Jan 2010
| By
William Robins
After a trial with IFA firms, Aviva has re-launched its Sipp and wrap platforms.
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