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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

16:08

Flat pricing sees Alliance shed small clients for HNWs

Investment in technology hoped to boost adviser assets next year.

Jul 28, 2014

Advisers send strong message to platforms over exit fees

Platforms including Alliance Trust and Hargreaves Lansdown charge between £15 and £30 per line of stock.

Jul 28, 2014

Jon Taylor replaces Hugo Thorman at Ascentric

Hugo Thorman to take on role of chairman after successor is appointed.

Investment Trusts| Jul 25, 2014

Market rotation drags on Alliance Trust performance

Investment trust increases dividend by 3 per cent but notes switch from ‘growth’ to ‘value’ stocks has impacted its equity portfolio.

Jul 22, 2014

Platform View: Playing the field

Savers are looking outside their pension plans when it comes to funding their retirement.

Jul 15, 2014

Platform View: Changing with the times

The platform market will continue to adapt and evolve to meet investors’ needs.

Analysis & Opinion
Platforms for growth

12:51 |

Platforms for growth

The wrap market has been too busy keeping up with regulatory demands for any great developments, but there is innovation. Jon Cudby reports

Editor’s View: Superclean vs RDR

Interview| Jul 24, 2014

Editor’s View: Superclean vs RDR

The outcome of the unsightly scrum for best fund deals is tackled in the latest issue of Money Management.

Can you be independent if you use one platform?

Jul 24, 2014

Can you be independent if you use one platform?

We ask advisers if it is possible to be classified as truly independent if you only use the one platform.

When margins are fat

From Special Report: Platforms - July 2014| Jul 17, 2014

When margins are fat

Tell, me, does the advent of super clean fund share prices mean that so-called clean prices are, in fact, slightly soiled?

More on Wraps & Platforms
Special Reports

Platforms - July 2014

RDR has forced platforms to move to unbundled charging, so cosy behind-closed-doors deals will no longer exist.

FTAdviser Blog

Adviser Rant: Platforms’ ‘smoke and mirrors’

My take is that some platforms are content to do the bare minimum allowed by the regulator.

Growth in Exchange-Traded Funds - April 2014

Passive investing is nothing new, and exchange traded products (ETPs) are just one part of the asset class – but they are certainly a growing part.

FTAdviser Blog

Will inducement paper really stymie adviser education?

Week in Brief: More ‘unintended consequences’ caused by regualtory action and Aegon puts its money where your mouse is.

Special Reports

Platforms - April 2014

Most platforms are making money – and Budget reforms mean the market is set for further growth.

Recent Articles
  1. Platforms - July 2014
    From Our Publications| Jul 17, 2014

    Platforms - July 2014

    RDR has forced platforms to move to unbundled charging, so cosy behind-closed-doors deals will no longer exist.

  2. Mix and match
    From Special Report: Platforms - July 2014| Jul 17, 2014

    Mix and match

    The steady rise of direct to consumer platforms has been mainly attributed to the effects of the retail distribution review.

  3. Raising the bar higher
    From Special Report: Platforms - July 2014| Jul 17, 2014

    Raising the bar higher

    The FCA has started to express concern over the fact that disclosure is not working as well as expected.

  4. Cofunds insists it is not competing with IFAs
    Jul 14, 2014

    Cofunds insists it is not competing with IFAs

    “We are not going to compete with you” but we will offer your orphaned clients a direct to consumer platform, marketing head says.

  5. Skandia sees spike in property fund sales
    Property| Jul 11, 2014

    Skandia sees spike in property fund sales

    The second quarter net sales data from the Skandia Investment Solutions platform reinforces the market wide spike in property fund sales.

  6. Zurich prices had been out of step with rivals
    Jul 10, 2014

    Zurich prices had been out of step with rivals

    Platforms suggest Zurich’s new pricing structure is now in harmony with the rest of the market.

  7. Aviva to launch execution-only platform in 2015
    Jul 10, 2014

    Aviva to launch execution-only platform in 2015

    The new platform will include support and guidance for consumers, and will also be available to advisers.

  8. Zurich cuts platform fees following Budget changes
    Jul 10, 2014

    Zurich cuts platform fees following Budget changes

    A customer with less than £50,000 invested will benefit from a reduction of almost a quarter of their ongoing platform cost.

  9. Platform View: Finance on the go
    Jul 08, 2014

    Platform View: Finance on the go

    Why it’s time to abandon the paper chase and embrace mobile technology

  10. Calls grow to add Paifs to platforms
    Property| Jul 07, 2014

    Calls grow to add Paifs to platforms

    ‘Feeder funds’ listed on platforms do not provide investors with the tax advantages of Paifs.

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