Ian McKenna: Adviser software market is splitting in two

Posted on Mon 09 Jan 2012 | No Comments

Ian McKenna Money Marketing Given the opportunity few adviser firms would not like the ability to in some ways emulate Hargreaves Lansdown. Whilst personal financial advice is clearly the cornerstone of most adviser businesses, RDR is going to make it increasingly difficult for firms to help investors with modest financial resources. Equally most advisers would welcome the…

Read full story

True Potential offers new share deal to advisers

Posted on Fri 06 Jan 2012 | No Comments

Sam Macdonald Money Marketing True Potential has revealed details of its share plan which will offer advisers an escalating level of shares depending on the amount of assets placed on its Wealth Platform by February 2013, with a 50 per cent share unit uplift on assets placed by March 20, 2012. Previously, firms received a standard 10,000…

Read full story