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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

Jul 02, 2015

Thesis concludes platforming push with Transact deal

Manager’s model portfolio already available on six adviser wraps.

From Your Industry| Jul 02, 2015

James Hay poaches Skipton advice arm chairman

New appointment will make the move at the end of this month.

Equities| Jul 02, 2015

UK equity income sector knocks property off top spot

Woodford’s equity income fund was the most popular in terms of gross sales over May.

Jul 01, 2015

Novia to launch offshore platform in August

Around £6.5m is invested in the development of Novia Global.

From Your Industry| Jun 30, 2015

Novia results reveal £271,000 loss

Increased revenue and firm cost control ensures the underlying business remains in line with plan, boss says.

Savings & Isas| Jun 26, 2015

Platforms defend decision to charge Isa exit fees

Leading Isa providers claim their exit fee methods are fairer than the rest of the market.

Analysis & Opinion

From Special Report: Investment Trusts - June 2015| Jun 01, 2015

When will we get a level playing field?

The retail distribution review (RDR), which came into effect at the end of 2012, was supposed to usher in a new dawn for investment trusts.

More on Wraps & Platforms
Adviser Guides

Guide to the Sunset Clause

Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

FTAdviser Blog

Time to retire the pension?

One thing is clear: pensions are at a crossroads.

FTAdviser Blog

Delivering value means industry must keep innovating

Some platforms have spent little time evolving propositions and are ill-equipped to respond to advisers’ changing needs.

FTAdviser Blog

Alliance wrangle throws up platform sustainability issues

I’m no expert in corporate governance but I wonder if this raises a few due-diligence questions for advisers on ATS.

Recent Articles
  1. Time to retire the pension?
    FTAdviser BlogonPensions| Jun 26, 2015

    Time to retire the pension?

    One thing is clear: pensions are at a crossroads.

  2. Platforms remain bullish on trust access
    Jun 25, 2015

    Platforms remain bullish on trust access

    One platform suggests that there are still many smaller platforms that do offer access for those that want it.

  3. Tilney nearing second adviser platform deal
    From Your Industry| Jun 24, 2015

    Tilney nearing second adviser platform deal

    Intermediary-focused DFM also appoints new head of Liverpool office in adviser push.

  4. Novia boss berates rivals for lack of ETF access
    ETFs & Trackers| Jun 23, 2015

    Novia boss berates rivals for lack of ETF access

    Bill Vasilieff says fund supermarkets are masking lack of technology capability by claiming lack of demand.

  5. Delivering value means industry must keep innovating

    Delivering value means industry must keep innovating

    Some platforms have spent little time evolving propositions and are ill-equipped to respond to advisers’ changing needs.

  6. Platform scale can be counter-productive: Nucleus
    Jun 22, 2015

    Platform scale can be counter-productive: Nucleus

    Adviser wrap’s business development manager says keeping pace with technology demands will be the market’s battleground.

  7. Thesis model portfolios now on Aviva’s platform
    Jun 18, 2015

    Thesis model portfolios now on Aviva’s platform

    latest launch reflects “increased demand from advisers”, according to business development manager.

  8. Avaloq implements wealth management platform for Canaccord
    Jun 18, 2015

    Avaloq implements wealth management platform for Canaccord

    Firms worked together for 15 months to complete platform implementation.

  9. Intrinsic updates protection panel
    From Insurance| Jun 16, 2015

    Intrinsic updates protection panel

    Legal & General added to panel following analysis from three independent research houses.

  10. Aviva reveals where 1,500 heads will roll
    From Insurance| Jun 16, 2015

    Aviva reveals where 1,500 heads will roll

    Insurance giant expects to save about £225m a year by the end of 2017 as a result of the Friends Life acquisition.

More on FTAdviser
FTA jobs
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    Location: London

    Salary: To £45,000 + benefits

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    Location: Manchester

    Salary: To £50,000 + Bonus + Benefits

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    Location: Chelmsford

    Salary: To c£40,000 + bonus (up to 10%) + benefits