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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

11:55

Cox hits out at Hargreaves probate charge critics

Consumers bear the cost of cheap probate services offered by platforms by paying higher charges elsewhere, Danny Cox has argued.

Apr 22, 2014

Platform view: Everyone’s a winner

The FCA’s move to boost transparency is vital to boost trust and restore confidence

Apr 17, 2014

Cofunds cut fees to retain advisers

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...

Apr 14, 2014

Platform View: Revolution in retirement

George Osborne’s Budget changes will provide a boost for financial planning, says Cofund’s Andy Coleman.

Apr 14, 2014

Rowan Dartington acquires offshore investment platform

The acquisition represents a significant step for Rowan Dartington’s business as a “leading investment services provider”, chairman says.

Apr 08, 2014

Platform View: Full review of exit fees needed

To promote competition and good client outcomes, a full review of exit fees is needed.

Analysis & Opinion

From Special Report: Exchange-Traded Funds - April 2014| Apr 14, 2014

ETP interest appears to be on the rise

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...

Apr 09, 2014

Down with the old school stealth tax

We have come to expect that we will not be charged exit penalties for our banking requirements, our energy suppliers, mobile phone suppliers or...

From Special Report: Platforms - April 2014| Apr 07, 2014

Turning technology from foe to friend

As technology progresses at an ever faster rate, is it the adviser’s friend or foe?

More on Wraps & Platforms
Adviser Guides

Guide to Platform Re-pricing

Jostling for market position in an unbundled world has begun.

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.

FTAdviser Blog

How cheap is your platform really?

Week in Brief: FTAdviser reveals how much client interest platforms are holding back and Apfa calls the kettle black.

Special Reports

Evolution of Platforms - March 2014

Regulatory upheaval could be set to change the platform sector more than any other in the coming years.

FTAdviser Blog

Platform client cash profits undermine RDR reforms

Platforms paying less than base rate have nowhere to hide, but any undisclosed retention of interest undermines objective.

Recent Articles
  1. Growth in Exchange-Traded Funds - April 2014

    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.

  2. From Special Report: Platforms - April 2014| Apr 07, 2014

    Which way with a model portfolio?

    Is the added functionality of a more sophisticated platform worth the extra cost?

  3. From Special Report: Platforms - April 2014| Apr 07, 2014

    Regulator places platform due diligence to the fore

    The FCA’s focus on suitability means platform due diligence is more important than ever.

  4. Platforms - April 2014
    From Our Publications| Apr 07, 2014

    Platforms - April 2014

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

  5. Liontrust assets rise but net inflows down on previous year
    UK| Apr 07, 2014

    Liontrust assets rise but net inflows down on previous year

    Group reports assets of £3.6bn but net inflows into business lower than last financial year; targets Europe with four Dublin-based funds.

  6. James Hay CEO on his firm’s approach to fees
    Interview| Apr 04, 2014

    James Hay CEO on his firm’s approach to fees

    “It was the right time to go,” Alastair Conway says of his exit from James Hay rival Cofunds.

  7. Axa Elevate introduces lower charge tiers for £1m+ clients
    Apr 04, 2014

    Axa Elevate introduces lower charge tiers for £1m+ clients

    Platform clients pay relevant fee on all of their portfolio, rather than just the excess in each tier.

  8. L&G to use Cofunds to enter D2C market
    Apr 03, 2014

    L&G to use Cofunds to enter D2C market

    Legal & General plans to launch a direct to consumer platform using Cofunds’ technology.

  9. Skandia U-turns on retaining client cash interest
    Apr 03, 2014

    Skandia U-turns on retaining client cash interest

    Budget changes prompt platform to make a play for cash Isa investors.

  10. Cofunds profits down 16% due to regulatory change
    Apr 01, 2014

    Cofunds profits down 16% due to regulatory change

    Investment by parent company compounds fall in profits but will lead to 2015 cost savings, platform claims.

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