Personal savings allowance and dividend tax rules are set to change from next Spring.
Wraps will need to have more oversight and interaction with clients, says a smaller platform.
Deals with Towry and Capita this year contributed significantly to growth since June.
Business Property Relief investment portfolio consists of four inheritance tax mitigation offerings.
Advisers note fund being sold at a discount is usually to get footfall and other assets onto a platform.
Third quarter results also revealed total new life sales down 30 per cent to £139m.
Analysis & Opinion
Are advisers really taking advantage of model portfolios on platforms?
Embracing technology to create transparency.
The question of platform due diligence is one that is often raised, and similar questions are often asked about the process for platform review.
The real action in the platform market is happening in the technology space.
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Fund supermarkets have “other priorities” than following rival FundsNetwork’s lead.
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Platforms tried to bolster their offerings, a trade body cut costs and the FCA came under fire this week.
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Available on provider’s platform, but takes account of the whole of the market.
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Group’s platform boss says investment proves its commitment to the market.
Nov 04, 2015
Early signs of success for insurer’s vertically integrated business model
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First of the three largest fund supermarkets to offer a full range of exchange-traded products and investment trusts.
From Your Industry| Oct 27, 2015
Multi-manager arm also saw total assets increase 46 per cent from £13.3bn to £19.4bn year-on-year.