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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

From Your Industry| Sep 30, 2014

Axa Wealth in management team reshuffle

New customer services director brought in, while Sipp head steps down.

From Your Industry| Sep 30, 2014

Advisers struggling to prove segmented solution suitability

Platform consultancy finds lack of supporting evidence from advisers caused by a lack of information from providers.

Sep 30, 2014

SCM Direct launches three D2C propositions

Annual management charges slashed to 0.4 per cent, leaving “true cost of investing” at 1.2 per cent.

Sep 30, 2014

Zurich platform cuts re-reg time by 50%

Slashed re-registration times follows the adoption of Origo’s Options Transfers service.

From Your Industry| Sep 25, 2014

Openwork posts second successive year of profits

Influx of advisers from MetLife follows year when adviser numbers remained static, director reveals.

Investments| Sep 24, 2014

Axa Wealth unveils Showcase list as part of researched range

Group launches top funds list, including lesser-known offerings, as part of plan to target post-Budget retirement market.

Analysis & Opinion

Interview| Sep 25, 2014

Firing Line: Tim Orton

Daniel Liberto speaks to the chief executive of Aviva’s growing platform business about his enthusiasm for management, the importance of providing...

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...

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. Another wrap to launch white label DIY service for advisers
    Sep 23, 2014

    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.

  2. Axa Wealth updates support suite for advisers
    Sep 23, 2014

    Axa Wealth updates support suite for advisers

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

  3. Industry View: Look past the annual charge
    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.

  4. Investec offers automated structured product dealing
    Structured Products| Sep 22, 2014

    Investec offers automated structured product dealing

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

  5. Skandia platform name dropped after 35 years
    Sep 22, 2014

    Skandia platform name dropped after 35 years

    Consultancy says Skandia rebrand could signal closer integration.

  6. Young named Sense chairman
    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.

  7. 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.

  8. 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.

  9. 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.

  10. 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”.

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