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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

From Your Industry| Sep 01, 2014

Novia acquires £250k stake in Tavistock

Under the new agreement, Tavistock Wealth has endorsed Novia as a preferred platform.

Sep 01, 2014

Skandia unlikely to offer investment trusts until 2016

In March, the AIC said purchases of trusts on the smaller platforms had risen by 67 per cent year on year.

Aug 28, 2014

Platforms launch new advice services for IFAs

Platforms are launching advice services for financial advisers to help them comply with the FCA’s ‘sunset clause’.

From Pensions| Aug 28, 2014

James Hay reveals hit on client cash account income

Sipp firm reports adjusted operating profit of £2.5m for the first half of 2014, down from £3.4m a year ago.

From Your Industry| Aug 26, 2014

Skandia admits it ‘overlooked’ adviser support

Platform takes on £250m of new flows since February launch.

Aug 22, 2014

Network members must adopt ‘shared culture’ model

Senior adviser says firms must adopt a strong brand.

Analysis & Opinion
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.

From Special Report: Investment Trusts - August 2014| Aug 04, 2014

Trusts enjoy boost in platform sales

Are platforms the new access route to investment trusts?

Novia insists tax not fund charges are key

Interview| Aug 01, 2014

Novia insists tax not fund charges are key

The tax man takes the biggest chunk out of investor’s cash, says Novia’s Paul Boston.

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. Praise for ‘young, tech-savvy’ advisers as Nucleus soars
    From Your Industry| Aug 21, 2014

    Praise for ‘young, tech-savvy’ advisers as Nucleus soars

    Turnover up 26 per cent to £11.1m for the first half of this year, with 85 per cent profit increase to £1m.

  2. Investment View: Children of the revolution
    Aug 20, 2014

    Investment View: Children of the revolution

    As they start to come of age, tech-savvy Generation Z will change the world in three ways.

  3. Advisers hit out over portfolio management claim
    From Your Industry| Aug 19, 2014

    Advisers hit out over portfolio management claim

    IFAs say building portfolios is “not as difficult as some commentators would suggest”.

  4. Elevate to bolster back office solutions
    Aug 19, 2014

    Elevate to bolster back office solutions

    Platform already integrated in February this year with Distribution Technology’s Dynamic Planner model.

  5. Platforms to gain from RDR direct price disparity
    FTAdviser Blog| Aug 18, 2014

    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.

  6. Pru to invest £100m to tackle falling annuity sales
    From Your Industry| Aug 18, 2014

    Pru to invest £100m to tackle falling annuity sales

    Investment over the next two years is equivalent to 14 per cent of the UK division’s annual operating profits.

  7. Standard Life increases ‘off platform’ drawdown charges
    Aug 15, 2014

    Standard Life increases ‘off platform’ drawdown charges

    Insurer increasing drawdown charges in wake of rival’s call for fees to be cut or eliminated.

  8. Aviva predicts drawdown charge cull
    Aug 14, 2014

    Aviva predicts drawdown charge cull

    Platforms should not be charging advisers and their clients for facilitating “core functions”, says insurer.

  9. SLI announces ‘record breaking’ first half results
    Investments| Aug 13, 2014

    SLI announces ‘record breaking’ first half results

    Company claims third party net inflows of £4.2bn have helped it achieve a record six months.

  10. Hargreaves adds 80 new funds to its Vantage Service
    Aug 13, 2014

    Hargreaves adds 80 new funds to its Vantage Service

    The CF Woodford Equity Income fund is now included in its offering.

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