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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

Nov 21, 2014

Axa Wealth apologises for advised clients data breach

Affected adviser brands incident “embarrassing” and said it will be “taken into account” during due diligence.

Nov 20, 2014

Nucleus posts surge in profit to £1.9m

Turnover up 25 per cent to £17.2m, while operating profits were up 46 per cent.

Nov 19, 2014

James Hay sees 133% surge in platform assets

Platform assets under administration pass £16bn in the third quarter.

Nov 18, 2014

Fundsnetwork set to break ranks over trusts

Company had shelved plans to roll out third party trusts in 2013, but still has no date for implementation.

Nov 13, 2014

‘Digital solutions are not going to solve advice gap’

Old Mutual customer director questions Mark Hoban’s plan for a digital service to give guidance on saving.

From Your Industry| Nov 13, 2014

Aegon claims readiness for at-retirement reforms

Underlying earnings up 13 per cent in the third quarter compared with a year ago.

Analysis & Opinion
Disappearing trick

Nov 20, 2014

Disappearing trick

The share class introduced in response to the RDR’s ending of charging kick-backs has disappeared, despite all the hype

All change – the future of platforms

From Special Report: Platforms - November 2014| Nov 05, 2014

All change – the future of platforms

It will more likely be the unintended consequences of legislation rather than economics that transform the current platform model

Mind the gap when it comes to platforms

From Special Report: Platforms - November 2014| Nov 05, 2014

Mind the gap when it comes to platforms

Choosing the right platform is a big decision, and the cheapest may not meet clients’ requirements in other ways

Aviva reveals details on white label wrap

Interview| Oct 24, 2014

Aviva reveals details on white label wrap

Biggest area of interest among advisers is non-advised platform services, says Aviva.

More on Wraps & Platforms
Special Reports

Future of Platforms - November 2014

Experts are questioning whether proliferation in the platform sector can continue.

FTAdviser Blog

Post-RDR future is not platform consolidation

Only 25 per cent of the platform charge an investor pays is actually funding the asset and wrapper servicing that investor needs.

Special Reports

Platforms - October 2014

Why platform tools are proving their worth and the results of Investment Adviser’s annual platform survey.

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

Investment Trusts - August 2014

Has the RDR levelled the playing field for investment trusts?

Recent Articles
  1. Parmenion adopts Altus transfer service
    Nov 12, 2014

    Parmenion adopts Altus transfer service

    Electronic cash transfers are now live, taking 5-6 working days for DFMs on the platform.

  2. Friends Life unveils retail platform plans
    From Your Industry| Nov 11, 2014

    Friends Life unveils retail platform plans

    Retirement income business down 12 per cent, while protection business up 11 per cent.

  3. Post-RDR future is not platform consolidation
    FTAdviser Blog| Nov 07, 2014

    Post-RDR future is not platform consolidation

    Only 25 per cent of the platform charge an investor pays is actually funding the asset and wrapper servicing that investor needs.

  4. Most advisers to be wholly fee-based before sunset clause
    Nov 07, 2014

    Most advisers to be wholly fee-based before sunset clause

    Old Mutual provided figures showing already 57 per cent of advisers are fully ‘unbundled’.

  5. Online tool provides adviser platform charging info
    From Your Industry| Nov 07, 2014

    Online tool provides adviser platform charging info

    Matrix covers charges for pensions, collective investments, onshore and offshore bond products.

  6. Add-on charges for platform statements questioned
    Nov 07, 2014

    Add-on charges for platform statements questioned

    Regulator requests physical option for the less tech savvy, but some providers put a price on paper statements.

  7. Royal London to launch discount advice proposition
    From Your Industry| Nov 06, 2014

    Royal London to launch discount advice proposition

    Group in talks with online and telephone based services to rollout mass market at-retirement advice post-guidance guarantee.

  8. ‘Free’ adviser finalising white label deals with IFAs
    Nov 06, 2014

    ‘Free’ adviser finalising white label deals with IFAs

    DFM-backed service also predicts platform shift to outsourced settlement systems.

  9. Protection policies now available on Transact platform
    From Insurance| Nov 05, 2014

    Protection policies now available on Transact platform

    Thirty firms will have access to term life insurance, with full market access expected next year.

  10. Future of Platforms - November 2014
    From Our Publications| Nov 05, 2014

    Future of Platforms - November 2014

    Experts are questioning whether proliferation in the platform sector can continue.

More on FTAdviser
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