Workload in the News
MyTouchstone offers free annual licence to PAT (Platform Analysis Tool) plus 1-2-1 Consultancy Session
London, 19th March 2012 - MyTouchstone, the market leading IFA database which is operated by the wealth and investment intelligence services division of Equifax, is launching a competition for IFAs in partnership with ThePlatforum, the UK’s leading independent specialist on fund platforms. IFAs registering or updating their details on the MyTouchstone database between 19th March and 19th April 2012 will be entered into a free prize draw for the chance to win an annual licence to PAT (Platform Analysis Tool) and a one hour 1-2-1 consultancy session from ThePlatforum. more >
Published March 19th, 2012
The best-selling platform funds in Q4 2011 revealed
Richard Woolnough’s M&G Strategic Corporate Bond fund was the most popular fund sold via platforms during the final quarter of 2011, according to The Platforum. His M&G Corporate Bond and M&G Optimal Income funds were also among the top five selling funds during the fourth quarter, according to data from Touchstone. more >
Published March 5th, 2012
FE partners with MyTouchstone to launch competition for Analytics licence
FE Analytics, the award winning online fund research and monitoring tool, has partnered with MyTouchstone, the market leading IFA database, to launch a competition. Independent financial advisers registering or updating their details on MyTouchstone in February will automatically be entered into a prize draw to win a year’s free license to FE Analytics. MyTouchstone is operated by the wealth and investment intelligence services division of Equifax and IFAs should register at www.mytouchstone.co.uk by 29th February 2012. more >
Published January 30th, 2012
IFA Magazine and the ‘BEST OF THE BEST’ use MyTouchstone data
MyTouchstone, the market leading IFA database which is operated by the wealth and investment intelligence services division of Equifax, has revealed that some of the best* IFAs in the country are registered users of its services. more >
Published January 26th, 2012
Investment Adviser article
With just 12 months to go before implementation, research conducted by the MyTouchstone database from Workload, an Equifax company, shows - rather unsuprisingly - that more >
Published January 9th, 2012
IFA Magazine - IFA Firms Have Some Way to Go Before RDR...
New analysis from the MyTouchstone database from Workload, an Equifax company, reveals that despite the fact that there is now just over a year until RDR, IFA firms still have a long way to go to be RDR ready come January 2013 more >
Published January 4th, 2012
FT Adviser - Nine out of ten advisers still rely on commission
Data shows that most advisory firms still derive 25 per cent of their income through commission, while 60 per cent are not at level four more >
Published December 16th, 2011
FT Adviser - Pre-retirement savings is 34% of IFA business
New data shows IFAs in Bristol wrote “significantly more” business with pre-savings products, representing 52.06 per cent more >
Published November 24th, 2011
FT Adviser - IFAs ‘dragging their feet’ in level four accreditation
Many IFAs have put themselves at risk of not being able to work from January 2013 by being too slow to achieve retail distribution review status, according to research more >
Published June 30th, 2011