Technology
Technology | 24 Nov 14
One fifth of clients not commercially viable rdr
A significant number of financial advisers in the UK have shed more than 20% of their clients because they are no longer commercially viable in the post RDR world, research by online platform Rplan has revealed.
Moventum acquired by fund provider Atlantic
Moventum, the Luxembourg platform company, has been taken over by independent fund services provider Atlantic Fund Services to enable it to become a “direct fund distributor”.
Platform view Deloitte
Tax changes for cross-border firms supplying services electronically could cause problems for less enlightened UK platforms, writes Daniel Lyons, tax partner at Deloitte.
Platforms making costly mistakes around
Platforms are making a costly mistake by failing to prepare themselves adequately for the Financial Conduct Authoritys (FCA) sunset clause deadline, warns Altus Consulting.
The digital evolution Skandia talks technology
Phil Oxenham, head of international proposition marketing at Skandia International, looks at how developing technology can transform the way financial advisers work with their clients.