Latest News
Barclays partners with FundsNetwork for platform launch
Barclays Stockbrokers Funds Market to grant access to 2,000 funds initially, rising to 3,000 in March.
London and Capital model portfolios launched on Nucleus
Discretionary managed portfolios made available via Nucleus in anticipation of cautious IFA investing in 2012.
Romer-Lee given a MD role at Morningstar
Richard Romer-Lee has been named managing director for Morningstar’s European investment consulting business.
Use of DFMs and passives on the up, says Nucleus
IFAs are focusing on cost in the current market turbulence and are using passive investments, according to platform.
Rise of platforms prompted execution-only launch
Axa Wealth’s launch of an execution-only service is a reaction to the swift rise of platforms in the UK, an IFA has claimed.
iShares’ assets on platforms increase by 34%
iShares’ assets held on wrap platforms increase by 34 per cent in 2011 and by 175 per cent over two years on a cumulative basis.
Analysis & Opinion
Platforms preparing: Martin Davis, Cofunds
Martin Davis, chief executive of Cofunds, talks about how his platform is preparing for the Retail Distribution Review.
Ascentric appoints HSBC’s Morrow to replace Goodall
Wrap platform Ascentric has hired HSBC’s Mike Morrow as sales and marketing director, replacing Richard Goodall.
Recent Articles
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Feb 22, 2012Barclays partners with FundsNetwork for platform launch
Barclays Stockbrokers Funds Market to grant access to 2,000 funds initially, rising to 3,000 in March.
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Feb 22, 2012London and Capital model portfolios launched on Nucleus
Discretionary managed portfolios made available via Nucleus in anticipation of cautious IFA investing in 2012.
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From Investments| Feb 21, 2012Romer-Lee given a MD role at Morningstar
Richard Romer-Lee has been named managing director for Morningstar’s European investment consulting business.
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From IFA Industry| Feb 21, 2012Use of DFMs and passives on the up, says Nucleus
IFAs are focusing on cost in the current market turbulence and are using passive investments, according to platform.
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Feb 21, 2012Rise of platforms prompted execution-only launch
Axa Wealth’s launch of an execution-only service is a reaction to the swift rise of platforms in the UK, an IFA has claimed.
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From Investments| Feb 21, 2012iShares’ assets on platforms increase by 34%
iShares’ assets held on wrap platforms increase by 34 per cent in 2011 and by 175 per cent over two years on a cumulative basis.
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Feb 20, 2012
Axa Wealth unveils details of white label D2C platform
Axa Self Investor will be delivered via advisers and is due to launch in the next six months.
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Feb 20, 2012
Axa Elevate signs ‘long-term’ agreement with FNZ
New deal announced following recent buy-out of New Zealand based firm by private equity firm General Atlantic.
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Feb 20, 2012Cofunds names Phil Pilgrim as interim national sales ...
Cofunds has named Phil Pilgrim as interim national sales manager, replacing Paul Rose, who left in August 2010.
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From IFA Industry| Feb 20, 2012Garnier calls for IMA to reverse stance on fees
Conservative MP Mark Garnier has called for the IMA to reconsider its stance against full fund transparency.
