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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

Discretionary Management| Aug 21, 2015

Nucleus warns against DFM due diligence lapses

Platform’s latest white paper points out that the regulator will continue to focus on this area as outsourcing grows.

Aug 21, 2015

Advisers: Have your say on the platforms industry

Last year’s platforms survey found technology was the biggest driver of change in platform usage, but is this still the case?

Discretionary Management| Aug 19, 2015

James Hay launches managed portfolio panel

New service offers discretionary expertise with fund management charges starting at 0.18 per cent.

From Pensions| Aug 13, 2015

Aegon wouldn’t say ‘no’ to big cash offer for Origen

Tenet stake also up for grabs, although chief executive says provider is not proactively looking to sell.

Aug 10, 2015

Intelliflo expands Wealthlink partners

Intelliflo’s Wealthlink partnerships already include Cofunds and Zurich.

From Pensions| Aug 10, 2015

Barnett Waddingham adds to Sipp investment panel

Sipp provider says it is “committed” to providing advisers with a wide range of investment options.

Analysis & Opinion

InterviewfromDiscretionary Management| Jul 20, 2015

‘I call it the perfect storm that’s happening right now’

Graham Dow, head of wealth manager propositions at Standard Life, tells Ellie Duncan about how the firm ‘came knocking’ for him again years later.

Jul 09, 2015

Standard Life package targets paraplanners

Savings and investment firm has high hopes for new adviser support programme

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

Elusive pensions dashboard could be within our grasp

Consultancy calls on industry to “quit the centralised monopolistic technology infrastructure that is crippling the industry’s attempts to modernise”.

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.

Recent Articles
  1. Zurich adds Quilter Cheviot to its retail platform
    Aug 10, 2015

    Zurich adds Quilter Cheviot to its retail platform

    Deal takes the total number of discretionary fund managers available on Zurich’s platform to eight.

  2. Intrinsic to have 1,200 restricted advisers by year-end
    From Your Industry| Aug 06, 2015

    Intrinsic to have 1,200 restricted advisers by year-end

    Intrinsic restricted advisers delivered 11 per cent of Old Mutual Wealth’s platform sales in the first half of this year.

  3. Standard Life profits again hit by falling annuity sales
    From Your Industry| Aug 04, 2015

    Standard Life profits again hit by falling annuity sales

    Annuity business fell by 49 per cent to £38m over the first half.

  4. Research firm releases free platform due diligence service
    Aug 03, 2015

    Research firm releases free platform due diligence service

    Nine wraps already providing information, with another four platforms adding their details.

  5. Fresh calls for platform pre-funding
    Jul 31, 2015

    Fresh calls for platform pre-funding

    Platforms need to enable advisers to react quickly to changing markets, Zurich says.

  6. SJP acquires DFM for £34m as FSCS levy hits profits
    From Your Industry| Jul 29, 2015

    SJP acquires DFM for £34m as FSCS levy hits profits

    Wealth manager posts almost a 20 per cent fall in pre-tax profit as it sees its FSCS levy jump by 190 per cent.

  7. Standard Life amends self-service proposition
    Jul 24, 2015

    Standard Life amends self-service proposition

    Non-advised service preferred to self-service setup.

  8. Axa and Fidelity defend  ‘superclean’ conversion stance
    Jul 20, 2015

    Axa and Fidelity defend ‘superclean’ conversion stance

    Axa Wealth and Fidelity hit back at critics questioning why they do not facilitate superclean re-registration onto rival platforms.

  9. Pensions and platforms: This week’s five key themes
    From Pensions| Jul 17, 2015

    Pensions and platforms: This week’s five key themes

    Advisers also react to compensation scheme fees and figures published in its annual report.

  10. Standard Life wrap boss labels price cuts unsustainable
    Jul 17, 2015

    Standard Life wrap boss labels price cuts unsustainable

    Other industry experts agree that price is not everything in the wrap market.

More on FTAdviser