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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

From Your Industry| 11:18

Sesame cites DA attrition as it abandons investment advice

Mortgage network will remain open, while wealth management ARs will have to move.

Mar 27, 2015

Profit rise through sales growth at Cofunds

Chief cautions that “a business of our scale should be generating more profit”, targeting £11m per annum cost savings by year-end.

From Your Industry| Mar 26, 2015

Adviser parent targets acquisitions after year of sales

Chief executive of Irish group says he is looking to be more active in terms of acquisitions and alliances.

From Your Industry| Mar 26, 2015

Adviser arm growth limits profit hit for James Hay parent

IFG Group results show both pain and gain of significant restructuring over last 12 months.

From Your Industry| Mar 25, 2015

Lang Cat appoints OM Wealth’s Mike Barrett

Platform marketing manager moves from 18-year stint at provider.

Mar 20, 2015

Pension reforms to boost advised platform assets

Wrap flexibility and access to new options will increasingly attract adviser assets, according to those involved.

Analysis & Opinion

Interview| Mar 30, 2015

‘The retirement and pensions space is a massive opportunity’

Nyree Stewart talks to Pat Shea, managing director of FundsNetwork UK, about his love of travel and taking the helm of the platform.

Mar 23, 2015

Catering for each client individually

Platform due diligence is an interesting proposition.

An expensive divorce

From Special Report: | Mar 11, 2015

An expensive divorce

Exit fees may mean that moving to a better deal is not cost-effective

‘Retirees taking cash in April will pay down debts’

InterviewfromPensions| Mar 06, 2015

‘Retirees taking cash in April will pay down debts’

Platform boss reveals how many investors are set to take their pension as cash come April.

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.

Recent Articles
  1. Alliance wrangle throws up platform sustainability issues

    I’m no expert in corporate governance but I wonder if this raises a few due-diligence questions for advisers on ATS.

  2. ‘Clean’ share class assets on platforms leap up
    Investments| Mar 17, 2015

    ‘Clean’ share class assets on platforms leap up

    Platform assets in commission-free share classes leaps from 50 per cent to 75 per cent.

  3. Cofunds outlines share class switching process
    Investments| Mar 16, 2015

    Cofunds outlines share class switching process

    Group says news tools will help advisers move clients to transparent pricing and ‘clean’ share classes.

  4. Cofunds and Square Mile plan self-directed service
    Mar 16, 2015

    Cofunds and Square Mile plan self-directed service

    ‘Cofunds Investor Portal’ will point to a list of 50 funds that have been approved by Square Mile.

  5. Aegon breaks £3bn platform assets barrier
    Mar 12, 2015

    Aegon breaks £3bn platform assets barrier

    Retail managing director puts preparedness for retirement reforms at the heart of progress.

  6. True Potential profits double as platform assets surge
    From Your Industry| Mar 09, 2015

    True Potential profits double as platform assets surge

    Boss claims growth is in part due to online service that enables savers to add micro-payments to investments.

  7. Walker Crips pushes AUM above £2bn with acquisition
    From Your Industry| Mar 09, 2015

    Walker Crips pushes AUM above £2bn with acquisition

    Deal for wealth manager part of plan to push assets from current £3.5bn to £5bn in medium term.

  8. Retail fund management ‘out of control’: Nucleus
    Mar 06, 2015

    Retail fund management ‘out of control’: Nucleus

    Wrap platform’s head urges industry to adopt the best practices of the institutional side.

  9. ATS increases assets but profits fall
    Mar 06, 2015

    ATS increases assets but profits fall

    Falling operating profit blamed on customers closing accounts following flat pricing move.

  10. Aviva’s Friends Life takeover on track as profits leap
    From Pensions| Mar 05, 2015

    Aviva’s Friends Life takeover on track as profits leap

    The two insurers, set to merge, have reported profits were up in 2014.

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