Competent Adviser and FinQS combine TCF tools

11:34 | 07 Jan 2009 | By Iain Martin

Competent Adviser and FinQS have teamed up to create a system to help financial planners prepare for the Financial Services Authority’s Arrow visits. 

Novia launches adviser extranet

11:12 | 07 Jan 2009 | By Iain Martin

Novia has launched a extranet for advisers which will allow them to use risk profiling tools, access client valuations and track transactions. 

Raymond James breaks into profit for first time

16:57 | 05 Jan 2009 | By Iain Martin

Discretionary manager Raymond James has made a profit for the first time since its 2001 launch, returning £41,000 for the year to 30 September 2008. 

Infocomp dropped from James Hay revamp, Santander confirms

15:24 | 05 Jan 2009 | By Iain Martin

Santander has confirmed it has scrapped an Infocomp-powered overhaul of its James Hay wrap. 

Ascentric wrap adds trusts for IHT planning

11:10 | 05 Jan 2009 | By Iain Martin

Advisers using Ascentric will now have access to Way Group trusts to help clients mitigate inheritance tax.

Plum links Transact with adviser back offices

14:40 | 18 Dec 2008 | By Richard Harris

Plum Software now integrates directly with Transact, in a move designed to prevent small renewal payments being overlooked and save time on reconciliations.

Nucleus calls in IFAs to help develop its wrap

11:04 | 17 Dec 2008 | By Iain Martin

Nucleus has set-up three teams of financial planners to help drive forward the development of the IFA-owned wrap. 

Macquarie confirms Q1 launch for wrap

16:40 | 16 Dec 2008 | By Iain Martin

Australian banking giant Macquarie has confirmed it will launch its wrap in the first quarter of 2009.  

Infocomp parent buys Coexis

11:41 | 15 Dec 2008 | By Iain Martin

Infocomp’s parent company has bought UK-based securities trading software provider Coexis in a £12.5 million cash and share deal. 

Adviser caught in Abbey online banking blunder

09:30 | 15 Dec 2008 | By Richard Harris

Surrey-based Concept Financial Planning is unable to access its online banking with Abbey, after an IT upgrade locked small business owners out of their accounts.

FundsNetwork sees sales dive in November

16:22 | 12 Dec 2008 | By Daniel Grote

Fidelity's FundsNetwork platform saw a huge drop in sales in November, with some IMA sector sales down by more than 90% on the previous month, as market turmoil took its toll on investors.

Skandia forces initial fund charges off Selestia

10:54 | 10 Dec 2008 | By Daniel Grote

Fund managers will no longer levy initial charges on funds on the Selestia platform from 1 January.

Skandia gives thumbs up to re-registration on Selestia

09:30 | 09 Dec 2008 | By Daniel Grote

Skandia has ramped up the pressure on rivals FundsNetwork and Cofunds to offer re-registration after committing to allow the process on its Selestia platform across all eligible products by the end of the tax year.

Distribution Technology quants team now Quant’s team

12:07 | 08 Dec 2008 | By Richard Harris

Danny Quant has been appointed actuarial director at Distribution Technology, where he will lead the quantitative analysis team, with immediate effect.

Skandia to close MultiFunds to new business

10:15 | 04 Dec 2008 | By Daniel Grote

The Skandia MultiFunds platform will not accept new business from the new year, although advisers will still be able to top up existing investments.

FundsNetwork introduces bulk valuations with Intelliflo

10:16 | 02 Dec 2008 | By Daniel Grote

Changes to the Fidelity FundsNetwork platform will allow advisers to upload all unwrapped and ISA client holdings onto Intelliflo's Intelligent Office back office system.

Cofunds lays off a dozen workers

09:00 | 02 Dec 2008 | By Daniel Grote

Platform says cuts are part of bid to maintain 'operational' profitability.

Regulator brings wrap use into independence debate

09:00 | 02 Dec 2008 | By Daniel Grote

Wraps could figure in the debate over adviser independence after the FSA shifted its stance from the old whole-of-market criteria to a more service-based approach in its RDR feedback statement.

Positive Solutions revamps partner extranet

14:12 | 01 Dec 2008 | By Richard Harris

Positive Solutions has launched a new web-based network for partners, with better access to support information and the ability for advisers to personalise their own websites.

PI insurers criticised over TCF feedback claims

13:20 | 27 Nov 2008 | By Richard Harris

Software company FinQS says PI insurers warning IFAs not to collect client feedback on pain of inflated premiums are 'ridiculous', blaming the FSA's woolly definitions for the confusion.

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