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Wealth management advice firm launches 'IFA-in-a-box' 07/04/2015
2plan wealth management, an IFA-only UK-based advice network, has launched ‘IFA-in-a-box’, a digital campaign designed to dispel preconceptions about independent financial advisers and promote the firm’s services.

Credit Suisse starts global rollout of private banking app for clients, iPad will be first device used 18/03/2015
Credit Suisse has started rolling out its global digital private banking platform for clients, in what it called a new private banking service delivery model.

New online service offers DIY investors access to the secrets of investment gurus 18/03/2015
It would be difficult to find an investor that does not want to replicate the success of ‘investment gurus’ such as Warren Buffet. A new free online service has launched with the aim of allowing self-directed, or DIY, investors the chance to discover the secrets of these legendary investors and to replicate their strategies.

FCA publishes social media guidelines 13/03/2015
The Financial Conduct Authority (FCA) has responded to demands for increased social media engagement within the financial services industry by publishing a series of guidelines which aim to assist firms and ensure they are compliant with financial promotion requirements.

IT firms team up for risk profiling and financial planning partnership 05/03/2015
Two of the financial service industry’s software businesses, Distribution Technology and Intelliflo, have joined forces to create a “best of breed” risk profiling and financial planning program.

Parmenion launches new adviser site 03/03/2015
Parmenion, a UK-based investment services provider, has launched a redesigned adviser website.

Has a solution to wealth managers' email cybercrime fears been found? 02/03/2015
Cybersecurity has been front page news recently, thanks to the hacking of Sony Pictures Entertainment.

Novia platform launches new client portal 06/02/2015
Novia, a wrap platform, has launched “Investor Zone,” a new client portal. It is designed to give investors online access to the details on their portfolio (including trades, up-to-date valuations and withdrawals) as well as any documents relating to their portfolio.

UK execution only stockbroker signs another white labelling deal 05/02/2015
Interactive Investor, an execution-only stockbrokers, has entered into a new white labelling agreement.

Lighthouse signs robo-adviser deal 12/01/2015
Advice provider Lighthouse Group has signed a deal with online financial advice company Money on Toast to provide individual savings account and general investment account planning advice via an online process.

 
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