Consumers bear the cost of cheap probate services offered by platforms by paying higher charges elsewhere, Danny Cox has argued.
The FCA’s move to boost transparency is vital to boost trust and restore confidence
Cofunds has been forced to cut pension charges to stop advisers ditching the platform for cheaper competitors and is set to launch more tools for...
George Osborne’s Budget changes will provide a boost for financial planning, says Cofund’s Andy Coleman.
The acquisition represents a significant step for Rowan Dartington’s business as a “leading investment services provider”, chairman says.
To promote competition and good client outcomes, a full review of exit fees is needed.
Analysis & Opinion
In spite of the fact the vast majority of the UK’s platforms sell exchange traded products (ETPs), advisers remain slow to invest, but providers...
Advertorial: Head of platform propositions discusses regulatory challenges and how advisers should assess platforms.
We have come to expect that we will not be charged exit penalties for our banking requirements, our energy suppliers, mobile phone suppliers or...
As technology progresses at an ever faster rate, is it the adviser’s friend or foe?
More on Wraps & Platforms
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.50min
Week in Brief: More ‘unintended consequences’ caused by regualtory action and Aegon puts its money where your mouse is.
Platforms paying less than base rate have nowhere to hide, but any undisclosed retention of interest undermines objective.
From Special Report: Platforms - April 2014| Apr 07, 2014
The FCA’s focus on suitability means platform due diligence is more important than ever.
UK| Apr 07, 2014
Group reports assets of £3.6bn but net inflows into business lower than last financial year; targets Europe with four Dublin-based funds.
Interview| Apr 04, 2014
“It was the right time to go,” Alastair Conway says of his exit from James Hay rival Cofunds.
Apr 04, 2014
Platform clients pay relevant fee on all of their portfolio, rather than just the excess in each tier.
Apr 03, 2014
Legal & General plans to launch a direct to consumer platform using Cofunds’ technology.
Apr 03, 2014
Budget changes prompt platform to make a play for cash Isa investors.
Apr 01, 2014
Investment by parent company compounds fall in profits but will lead to 2015 cost savings, platform claims.