00:01 | 25 Jul 2008
| By
Richard Harris
An internal pricing and administration platform error caused pension and investment funds to be incorrectly priced, with a number of customers losing money as a result of the glitch.
09:30 | 22 Jul 2008
| By
Daniel Grote
Skandia has shelved its target date for transferring funds held on its MultiFunds platform across to Selestia for the second time this year as the difficulties of shifting legacy data continue to take their toll.
00:01 | 22 Jul 2008
| By
Daniel Grote
Advisers will be able to launch their own Luxembourg-regulated funds following KMG’s launch of an open architecture platform allowing British IFAs to create their own Sicavs and benefit from the grand duchy’s more liberal regulation.
00:01 | 22 Jul 2008
| By
Daniel Grote
The wrap provider has rushed out measures to soften the impact of price rises which have angered some of its most loyal advisers.
17:53 | 21 Jul 2008
| By
Richard Harris
Client Care Desktop version 4 includes improved data security and Vista compatibility, in addition to integration with website content manager Portal Builder and Bankhall platform Portavista.
14:20 | 21 Jul 2008
| By
Daniel Grote
Macquarie has poached Nigel Unwin from Ascentric as its new wrap head of operations in the run up to the roll-out of its wrap in the UK.
07:00 | 21 Jul 2008
| By
Daniel Grote
The wrap provider is looking to further bolster its team as it looks for candiadtes to fill two new senior sales and marketing posts.
00:01 | 18 Jul 2008
| By
Richard Harris
Affluent Financial Planning, based in Paisley near Glasgow, has launched three new websites to help clients manage their assets and become more informed about their financial planning needs.
09:30 | 17 Jul 2008
| By
Richard Harris
Firms joining the rush to switch to wraps may regret the decision in years to come says Mark Hoskin, whose company is rolling out a client-facing reporting system that integrates with its back office system.
12:31 | 16 Jul 2008
| By
Daniel Grote
The change in culture that occurred after the merger of Skandia and Selestia, which Brett Williams founded, made him more open to the approach from Cofunds to be its chief executive, says chairman Charlie Eppinger.
09:30 | 16 Jul 2008
| By
Iain Martin
A stand-off between Fidelity and Selestia has frustrated one Cardiff-based adviser’s attempt to move to wrap
00:01 | 16 Jul 2008
| By
Daniel Grote
A shift in the use of funds over equities in the Raymond James wrap has followed traditional stockbrokers’ and financial planners’ convergence on the wealth management space
09:30 | 15 Jul 2008
| By
Michelle McGagh
Wrap technology provider InfoComp is extending the link it built with Macquarie in Australia and will power its new wrap in the UK.
09:30 | 11 Jul 2008
| By
Daniel Grote
Bath-based adviser Malcolm Coury is targeting discretionary status by the end of the year for his firm Money Wise and says the firm’s wrap use has helped push it towards making the change.
00:01 | 11 Jul 2008
| By
Edward Lander
Ample Financial Services is using web cameras to allow face-to-face conversations with clients wherever they happen to be.
00:01 | 10 Jul 2008
| By
Iain Martin
A litany of errors by Norwich Union’s Lifetime relating to payments in and out of clients’ cash accounts has left adviser Trevor Durham disillusioned with wraps.
15:51 | 07 Jul 2008
| By
Daniel Grote
Half of Novia's management team is now made up of senior ex-Selestia figures following the appointment of Paul Boston as director of sales.
09:30 | 04 Jul 2008
| By
Daniel Grote
Advisers need to look beyond simple volume of traffic to their websites if they are to make the most of their internet presence as a way of gaining clients, according to Yellowtail Financial Planning’s Dennis Hall.
07:00 | 03 Jul 2008
| By
Michelle McGagh
A new search engine, Ruby Financial, aims to create more productive leads for advisers by providing firms with consumers’ financial details.
09:30 | 02 Jul 2008
| By
Daniel Grote
Chief executive David Ferguson has said that a 28-day deadline should be imposed on platforms to complete in specie re-registration of assets to stop advisers waiting too long to move client assets
1 | 2 | next page Total pages: 2