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  • Paraplanner as Investment Committee Member

    20 October 2019

    Rob Kingsbury spoke to Martin Green, paraplanning manager at Chadney Bulgin, about being a member of the firm’s Investment Committee and what it entails. First published in the October issue of Professional Paraplanner Martin Green has been a member of the Chadney Bulgin Investment Committee since it was formed over a decade ago. The...

  • Platform due diligence – cyber security questions

    10 October 2019

    What cyber security-related questions should firms be asking their platform partner? The challenges that firms face to keep themselves and their clients data safe from modern day criminals was brought home this week with a warning from the FCA regarding a clone financial planning firm, posing as the real firm and trying to get...

  • Aviva ‘adds weight’ to Origo Integration Hub

    9 October 2019

    Aviva is the latest organisation to join the Origo Integration Hub, alongside names already using it like Prudential, Legal and General, Standard Life Aberdeen, LV, and others. There are now 19 users of the technology, with more in the pipeline the FinTech says. The hub, which launched in 2016, was designed to remove the...

  • “Far worse than we thought’ – impact on paraplanners and administrators of ineffective tech integration

    24 September 2019

    “We knew things weren’t great but it was far worse than we thought,” is how lang cat founder Mark Polson described the lack of integration between platforms, back-office and adviser software tools and the effect on the work of paraplanners and administrators. Polson was presenting the results of in-depth research his firm conducted on...

  • Integration – making paraplanners’ lives easier   

    2 September 2019

    How much easier would your work be if all adviser business software, platforms and back-office systems could better and more easily exchange data with one another? asks Anthony Rafferty, Managing Director, Origo Across all businesses and industries one of the major drags on efficiency is when an automated process is interrupted and requires manual...

  • Octopus wealthtech acquisition looks to disrupt platform market

    18 August 2019

    Octopus Group has agreed a deal to acquire Seccl Technology Limited for £10 million, with the aim of disrupting the platform technology market, which Octopus Group CEO Simon Rogerson said is “crying out for change”. Seccl says it aims to help financial advisers, wealth managers, discretionary fund managers and fintechs deliver faster, cheaper and...

  • News in Brief: Transfer values / PIMFA / British Friendly

    25 July 2019

    DB transfer values  June saw a welcome stabilisation of the pensions transfer values, according to XPS Pensions Group’s monthly Transfer watch data. Mark Barlow, senior consultant at the  Group, said transfer values remained relatively flat and “activity continues to run at an annual rate just below 1%. “We also saw the results of the...

  • MiFID II costs and charges spotlight could see platforms lose business

    29 June 2019

    Wealth managers and platform providers could start to lose business as the stringent MiFID II requirements turn the spotlight on costs and charges, a new research paper from analysts AKG and financial planning firm Netwealth has revealed. One in three (34%) of advisers expect clients to switch investment solution/ provider in the future and...