JUNE 2020


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Newsletter, Jobs & Event Alerts


  • 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...

  • Harrison’s Apricity launches GROW – a CPD-focussed series of events

    23 June 2019

    Latest series of events is aimed at helping self-development and growth of adviser businesses Apricity Compliance has launched a series of CPD-focussed workshops entitled GROW, offering practical, usable and non-sales orientated content in line with the company’s ethos of making compliance a positive experience. The first seminar running in London on 27 June is...

  • Winners of the Professional Paraplanner Provider Awards 2019

    14 June 2019

    We are delighted to announce the winners of the Professional Paraplanner Provider Awards 2019. The awards were announced immediately after this year’s record attended London Technical Insight Seminar, to an audience of paraplanners and financial services companies gathered to hear who had won this year’s accolades. For these awards we asked our readers to nominate...

  • Nucleus portal gives clients data access via mobile devices

    20 May 2019

    Nucleus has launched a portal to allow adviser firm clients to view their investments across digital devices ‘on the go’. Nucleus Go, which launched following a rigorous testing period by a group of Nucleus users, can be accessed on phones and tablets, as well as other devices, and gives access to information such as...

  • Platform switching constrained by complexity and cost

    9 May 2019

    Over half of advisers are avoiding switching clients to a different platform because of the administrative complexity and cost involved.  A new report by the lang cat and AJ Bell found 56% of advisers felt constrained from recommending a transfer, despite the fact it could benefit clients. The research, which surveyed 95 adviser firms, showed...

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