13:07 | 21 Aug 2008
| By
Michelle McGagh
If platforms can offer re-registration on to a platform then they can offer transfers off of the platform, says Richard Denning of Novia, backing the New Model Adviser® re-registration campaign.
12:29 | 21 Aug 2008
| By
Richard Harris
Support services provider threesixty has introduced a template security policy to help IFAs tackle fraudsters in the wake of a number of identity fraud cases that have prompted the Financial Services Authority to bump security up its priority list.
13:35 | 20 Aug 2008
| By
Richard Harris
Software company Prestwood Group is marking the IFP's inaugural Financial Planning Week by offering 50 places to seminars on providing 'joined up' advice.
00:01 | 20 Aug 2008
| By
Daniel Grote
Fidelity FundsNetwork is launching a tax wrapper analysis tool to help advisers choose the most tax-efficient wrapper for their clients’ investments
10:53 | 19 Aug 2008
| By
Richard Harris
Software Solutions Partners' Swift back office system is the latest to boast integration with Assureweb, to provide quote comparisons from across the market.
09:25 | 18 Aug 2008
| By
Daniel Grote
Nearly 500 advisers have signed the New Model Adviser campaign calling for FundsNetwork, Cofunds and Skandia to offer in specie re-registration.
16:35 | 15 Aug 2008
| By
Daniel Grote
New wrap Novia has revealed its charging structure in the run-up to its launch later this year, saying its cheap proposition will challenge the pricing on both wraps and funds supermarkets.
09:30 | 15 Aug 2008
| By
Richard Harris
The New York and London-based financial services software company, is targeting investment managers and financial advisers with its programs for the iPhone that will make remote working even easier.
13:28 | 14 Aug 2008
| By
Daniel Grote
The platform is to accept applications for Sipps with protected rights in the run-up to regulatory changes that will allow such funds to be held in a Sipp wrapper for the first time.
09:30 | 13 Aug 2008
| By
Daniel Grote
FundsNetwork is gearing the platform to fee-based advisers by allowing them to direct trail commission into its new cash account so that a fee can be agreed with the client independently.
09:48 | 11 Aug 2008
| By
Daniel Grote
A total of 374 advisers have backed New Model Adviser® magazine's call for FundsNetwork, Cofunds and Skandia to allow in specie re-registration on their platforms.
00:01 | 08 Aug 2008
| By
Richard Harris
2plan has added a risk profiling tool to its point of sale software, to ease clients through the ‘risk maze’ and produce an audit trail.
00:01 | 08 Aug 2008
| By
Richard Harris
Less than a third of advisers believe that available software tools do a good job of supporting business growth despite the fact that 85% consider technology to be a ‘highly important’ growth factor.
16:35 | 06 Aug 2008
| By
Daniel Grote
Scores of advisers are backing our petition urging FundsNetwork, Cofunds and Skandia to allow re-registration.
09:30 | 06 Aug 2008
| By
Daniel Grote
BNP Paribas is making its first foray into the UK wrap market as it targets IFA nationals, regionals and networks with its platform, which it is offering as a white-labelled bespoke wrap.
12:56 | 05 Aug 2008
| By
Richard Harris
The portal provider has partnered with Safe Home Income Plans members to give advisers access to products from a panel of equity release provders.
09:30 | 05 Aug 2008
| By
Gavin Lumsden
Citywire is launching a petition today to get the platform providers FundsNetwork, Cofunds and Skandia to offer in specie re-registration, with fair charges if necessary, and to develop technology to eventually make re-registration free.
09:30 | 05 Aug 2008
| By
Daniel Grote
A new Citywire poll has revealed the scale of adviser unrest over the issue of re-registration, with providers that fail to allow the process guilty of 'anticompetitive behaviour' according to the vast majority of respondents. We are launching a new campaign calling on platform providers to allow the process.
14:07 | 04 Aug 2008
| By
Daniel Grote
Illustrations for Sipps, ISAs and general investment accounts held on the new Novia wrap are to be provided by software firm Dunstan Thomas.
13:20 | 31 Jul 2008
| By
Daniel Grote
The platform provider says its new system of combined weekly trail and initial commission reporting will make life easier for advisers.
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