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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

From Your Industry| May 19, 2015

Not updating your website for smart phones will cost

Developing apps can be expensive, but experts say updates can bring benefits at a fraction of the cost.

From Your Industry| May 18, 2015

Stockbroker moves into online ‘advice’

February saw several changes designed to growth the business into the direct to consumer space.

UK| May 14, 2015

Alliance Trust Savings to buy Brewin Dolphin’s Stocktrade

Brewin Dolphin has sold its execution-only stockbroking business to Alliance Trust Savings for £14m.

From Pensions| May 13, 2015

Retirement platform inflows drive Aegon earnings

Firm to be the first to offer guaranteed annuity-style products on platform in the second quarter.

From Your Industry| May 12, 2015

Saunderson House in line for bolt-on buyouts

Record first quarter for retirement planning platform helps drive asset growth to £21.2bn.

May 12, 2015

Platforms accused of pulling the wool over assets

Platform expert says sometimes they can’t separate institutional from retail.

Analysis & Opinion
Product review: Strawberry Pensions AE service

Review| May 06, 2015

Product review: Strawberry Pensions AE service

New auto-enrolment product specifically designed for SMEs.

Tech spotlight: A look at ecosystems

Apr 27, 2015

Tech spotlight: A look at ecosystems

Ecosystems: Mark Polson tries and tests three different systems to see if they are worth the hype.

Sunset is on deadline

Apr 08, 2015

Sunset is on deadline

Assets are – or should be – well on the way to clean share classes

Apr 07, 2015

SNAPSHOT: Pension flexibility creates challenges

As the pension freedoms come into effect, the opportunities for platforms look set to increase.

Recent Articles
  1. Guide to the Sunset Clause
    From Training| May 21, 2015

    Guide to the Sunset Clause

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

  2. Investment manager in intermediary push
    Discretionary Management| May 12, 2015

    Investment manager in intermediary push

    Firm is just about to undergo a ‘brand uplift’, head of distribution says.

  3. Royal London boasts business boost from 6 April
    From Pensions| May 12, 2015

    Royal London boasts business boost from 6 April

    Pension freedoms providing stimulus to sales of individual pension and drawdown facility, bosses claim.

  4. Nucleus records first quarter inflows up 6%
    From Your Industry| May 11, 2015

    Nucleus records first quarter inflows up 6%

    Adviser firm performance cited as reason for strong inflows over the quarter.

  5. DFM looking for adviser ‘decumulation project’ partners
    Discretionary Management| May 07, 2015

    DFM looking for adviser ‘decumulation project’ partners

    Waverton has been in talks with Standard Life about its strategy.

  6. L&G annuity sales down 60% in wake of freedoms
    From Your Industry| May 06, 2015

    L&G annuity sales down 60% in wake of freedoms

    L&G says it expects to write over £100m of lifetime mortgages this year and “increasing amounts thereafter”.

  7. OMGI to launch investment solutions team for Cazier
    Apr 28, 2015

    OMGI to launch investment solutions team for Cazier

    Old Mutual Global Investors announces restucture to form an investment solutions team encompassing Old Mutual Wealth.

  8. James Hay Partnership appoints new COO
    From Your Industry| Apr 24, 2015

    James Hay Partnership appoints new COO

    David Page takes over the role from Peter Burtonshaw.

  9. Zurich launches client reporting suite
    Apr 24, 2015

    Zurich launches client reporting suite

    The Zurich Portfolio Report has been developed in conjunction with Financial Express.

  10. Octopus develops first platform-bought VCT

    Octopus develops first platform-bought VCT

    Deal with Transact takes advantage of a recent rule change.

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