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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

From Pensions| 11:34

James Hay confirms pension lump sums for April deadline

Platform will also launch an ‘on-platform’ discretionary fund management service.

Tax Efficient Investments| Dec 18, 2014

Trust purchases through platforms up 30 per cent

Transact and Ascentric still top platforms for investment companies, while global and UK income sectors remain most popular.

Dec 18, 2014

Zurich presses on with preferential deals roll out

Platform adds 23 new funds with preferential terms for advisers and their clients.

Investments| Dec 16, 2014

Bulk of industry assets can now be switched automatically

A total of 97 per cent of platform assets under Tex transfer system.

Dec 16, 2014

Cofunds set to launch bulk conversion tools in 2015

Platform writes to over 5,000 intermediaries to tell them how they will support them in the run-up to the ‘sunset clause’.

Dec 15, 2014

Brooks Macdonald funds move onto OM Wealth platform

Funds added at the beginning of December in response to investor interest.

Analysis & Opinion
How do advisers view platforms in 2014?

From Special Report: Adviser Technology - November 2014| Nov 24, 2014

How do advisers view platforms in 2014?

Platforms have come under regulatory scrutiny in recent months.

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

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. Aegon unveils retirement proposition for new flexibilities
    From Pensions| Dec 09, 2014

    Aegon unveils retirement proposition for new flexibilities

    Provider updates platform offering to take into account next April’s pension flexibilities.

  2. Hornbuckle partners with Nutmeg in pension launch
    From Pensions| Dec 09, 2014

    Hornbuckle partners with Nutmeg in pension launch

    Hornbuckle says its new technology portal will be able to service both traditional and non-traditional assets.

  3. Platform joint ventures will be popular in 2015: Cofunds
    Dec 08, 2014

    Platform joint ventures will be popular in 2015: Cofunds

    Novia stating it would be “keen” to partner with a bank.

  4. Advisers asking low asset clients to leave: Schroders
    From Your Industry| Dec 08, 2014

    Advisers asking low asset clients to leave: Schroders

    Large customers were effectively subsidising smaller clients, and now those with more assets are just getting a better deal, MD says.

  5. Defaqto launches platform service rating system
    Dec 01, 2014

    Defaqto launches platform service rating system

    Available within Engage adviser software, platforms will be rated gold, silver or bronze.

  6. Third of adviser platform purchases use ‘bundled’ charges
    Dec 01, 2014

    Third of adviser platform purchases use ‘bundled’ charges

    Platforms such as Old Mutual, FundsNetwork, Transact, Nucleus and James Hay could have competitive advantage.

  7. Advisers shun preferential share price deals
    Nov 27, 2014

    Advisers shun preferential share price deals

    Close to half of advisers do not think it is positive that the industry is offering differently priced share classes.

  8. Cofunds partners with Square Mile for fund research
    Nov 25, 2014

    Cofunds partners with Square Mile for fund research

    Deal will also provide tailored support and investment services to platform.

  9. Axa Wealth apologises for advised clients data breach
    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.

  10. Nucleus posts surge in profit to £1.9m
    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.

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