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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

16:21

Another wrap to launch white label DIY service for advisers

Platform currently “testing and learning” to create tool advisers can use to lure future customers.

08:54

Axa Wealth updates support suite for advisers

Plans include introducing flexible drawdown to Elevate platform by April 2015.

Equities| Sep 22, 2014

Industry View: Look past the annual charge

Coverage of ‘super clean’ share classes may fail to take the total cost of ownership into account.

Structured Products| Sep 22, 2014

Investec offers automated structured product dealing

Deal helps help reduce processing costs and removes manual processing risk.

Sep 22, 2014

Skandia platform name dropped after 35 years

Consultancy says Skandia rebrand could signal closer integration.

From Your Industry| Sep 16, 2014

Young named Sense chairman

New chairman moves from being commercial director, a position he has held since January 2012.

Analysis & Opinion

From Special Report: Pensions and Investments - September 2014| Sep 08, 2014

Pension changes have broad impact

The industry is evolving, but the impact on investors remains as-yet unseen.

Dealing with ‘super clean’ share classes is a tad messy

FTAdviser BlogonInvestments| Sep 02, 2014

Dealing with ‘super clean’ share classes is a tad messy

We live in a competitive environment so if you are happy with your proposition, why impose barriers to exit?

Q&A: Ascentric’s Hugo Thorman

Sep 01, 2014

Q&A: Ascentric’s Hugo Thorman

Ascentric chief executive Hugo Thorman talks about the challenges of running a successful platform, and especially meeting the demands of financial...

What’s your strategy?

Aug 13, 2014

What’s your strategy?

There is no consistent naming convention for share classes.

More on Wraps & Platforms
Special Reports

Investment Trusts - August 2014

Has the RDR levelled the playing field for investment trusts?

FTAdviser Blog

Platforms to gain from RDR direct price disparity

News Review: Managers take a larger slice of direct fees, showing it does not pay to cut out the middle-man.

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.

Recent Articles
  1. Succession employs Aegon corporate wrap
    Sep 16, 2014

    Succession employs Aegon corporate wrap

    After a year of planning, the platform will be ready for SMEs starting auto-enrolment.

  2. Standard Life loans bankrolling adviser acquisitions
    From Your Industry| Sep 15, 2014

    Standard Life loans bankrolling adviser acquisitions

    Initiative not restricted to wrap advisers and lending decisions not predicated on future business with provider.

  3. Octopus hires Axa’s Sandiford for platform distribution
    From Your Industry| Sep 15, 2014

    Octopus hires Axa’s Sandiford for platform distribution

    New appointment will help recruit team and build relationships to get products on platforms.

  4. IG Group slams ‘basic and opaque’ trading platforms
    From Your Industry| Sep 15, 2014

    IG Group slams ‘basic and opaque’ trading platforms

    Online trading firm criticises rival’s “outdated and under-invested technology”.

  5. Intrinsic confirms £9.5m PosSol deal and £3m loss
    From Your Industry| Sep 12, 2014

    Intrinsic confirms £9.5m PosSol deal and £3m loss

    Network suffers pre-tax loss of £3.2m, down from a £24m profit in 2012.

  6. Platform View: Planning for retirement
    Sep 09, 2014

    Platform View: Planning for retirement

    People who use a financial adviser will ultimately be more satisfied with the results.

  7. FundsNetwork confirms bulk conversion service
    Sep 08, 2014

    FundsNetwork confirms bulk conversion service

    Firms can select client assets for ‘bulk conversion’ to clean share classes through an online process.

  8. Skandia does U-turn on Invesco fund closures
    Equities| Sep 05, 2014

    Skandia does U-turn on Invesco fund closures

    Platform bows to pressure from advisers and decides to keep Invesco Perpetual life funds open.

  9. Aviva to offer ‘focused advice’ services
    Sep 04, 2014

    Aviva to offer ‘focused advice’ services

    New offerings to be launched next year and targeted at those who cannot afford full advice.

  10. Hargreaves to launch DFM service for sub-£10k clients
    Sep 03, 2014

    Hargreaves to launch DFM service for sub-£10k clients

    New offering to be priced below 2 per cent and likely to be aimed at clients with under £10,000.

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