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Wraps & Platforms

Latest News

From Your Industry| 16:05

Tiller: Standard Life takeovers not death of choice

David Tiller explains how the insurer plans to turnaround the fortunes of Axa’s platform.

12:03

Conway says Standard Life Elevate deal marks tied’s return

Boss lays out potential challenges for advisory firms.

May 03, 2016

Schroders signs five-year deal with Bravura

Sixteen year partnership between the two firms extended.

Apr 28, 2016

Advice is not a short-term game, says Pershing

Wealth and adviser solutions division of Pershing delivers custody and administration.

Apr 28, 2016

Nucleus profits increase 92%

Platform reported gross inflows for the full year totalled £2bn, up 5 per cent from £1.9bn in 2014.

Apr 27, 2016

Aviva changes tech provider to FNZ across all platforms

The move will see £9bn of investors’ funds on its adviser platform migrate to technology provider FNZ.

Analysis & Opinion

InterviewfromDiscretionary Management| Mar 07, 2016

“They didn’t have a unitised fund business and we did”

Alan Durrant, CEO of Wellian Investment Solutions, talks to Ellie Duncan about his desire to grow a platform business where advisers feel valued.

Do trusts finally have the right platform?

From Special Report: Investment Trusts - March 2016| Mar 07, 2016

Do trusts finally have the right platform?

Access to investment trusts remains a key issue for many.

More on Wraps & Platforms
Adviser Guides

Guide to due diligence

Making sure your client always gets the best solution through careful due diligence

Special Reports

Investing in Investment Trusts

Is this the turning point for investment trust popularity?

FTAdviser Blog

Aviva’s reflection on 2015 and outlook for 2016

“Financial advisers we talk to have been as busy as we have, and we are all mindful of being able to serve everyone,” says Tim Orton of Aviva.

Recent Articles
  1. Zurich adds more DFM strategies to platform
    Apr 18, 2016

    Zurich adds more DFM strategies to platform

    A number of Bordier UK investment strategies will now be available on retail platform.

  2. True Potential to offer Lisa it campaigned for
    Savings & Isas| Apr 13, 2016

    True Potential to offer Lisa it campaigned for

    Managing director calls the new Isa “a turning point in the nation’s savings” moving away from pensions.

  3. Transact reports highest ever profits
    Apr 13, 2016

    Transact reports highest ever profits

    Platform attributes profits to being “ahead of the game” on pension changes.

  4. Hidden Budget headache for platforms uncovered
    Apr 12, 2016

    Hidden Budget headache for platforms uncovered

    As sunset clause closes platforms face more admin trials due to a little known Budget announcement.

  5. Savers with £30K in Isas can save £230 by switching platform providers
    Apr 11, 2016

    Savers with £30K in Isas can save £230 by switching...

    MoneyComms’s Hagger finds Isa holders can save significant amounts by transferring platform providers

  6. Mystery shop reveals most expensive D2C platforms
    Apr 11, 2016

    Mystery shop reveals most expensive D2C platforms

    Isa holders could save up to £230.25 a year by switching to a cheaper provider.

  7. Aegon sells 2/3 of UK annuity portfolio
    From Pensions| Apr 11, 2016

    Aegon sells 2/3 of UK annuity portfolio

    Provider plans to divert resources to UK adviser platform

  8. Aegon sells off two thirds of annuity portfolio
    From Pensions| Apr 11, 2016

    Aegon sells off two thirds of annuity portfolio

    Provider exploring options to also divest the remainder of its UK annuity portfolio.

  9. 24 hours until Sunset: ‘Some advisers will get a shock’
    Apr 05, 2016

    24 hours until Sunset: ‘Some advisers will get a shock’

    Lang Cat’s Mark Polson says surface calm hides some advisers still not ready for the big commission switch-off.

  10. Intelliflo targets summer simplified advice launch
    From Your Industry| Apr 04, 2016

    Intelliflo targets summer simplified advice launch

    New service will be backed by Cofunds, Square Mile and Oxford Risk.

More on FTAdviser