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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

Discretionary Management| Jan 21, 2015

Impossible comparisons make DFMs too risky for most

Advisers without robust research teams struggle to source and document proposition to the regulator.

From Your Industry| Jan 20, 2015

Rival raises restricted question after Financial Ltd buyout

“Without Tavistock the future of Financial Ltd did not look very bright,” network boss says.

Jan 19, 2015

European Wealth joins Standard Life discretionary platform

Sipps and international bonds now available in propositions to individuals section of adviser platform.

Jan 19, 2015

Transact cuts charges and ‘buy commission’

Wrap platform repeats its previous move of cutting buying fees.

From Your Industry| Jan 16, 2015

Nucleus to offer advisers structured CPD

Platform also launching online hub to host a range of interactive learning materials.

Jan 15, 2015

Ascentric rolls out new charging structure

Royal London wrap also cuts administration charges on pension account and annual charges on drawdown.

Analysis & Opinion

FTAdviser Blog| Jan 20, 2015

Advisers benefit from platform use, not clients

FCA wants advisers to carry out due diligence on the suitability of a platform on behalf of their clients.

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. Old Mutual Wealth rolls out self-service Isa top-ups
    Jan 15, 2015

    Old Mutual Wealth rolls out self-service Isa top-ups

    Individual investors to be given power to top-up their investment accounts online without needing to go through their adviser each time.

  2. Tax-efficient funds lining up for platform launch

    Tax-efficient funds lining up for platform launch

    Talks with big name platforms “beyond concept” with first launches due “very shortly”.

  3. Standard Life rolls out platform upgrades
    Jan 14, 2015

    Standard Life rolls out platform upgrades

    Wrap planning investment selection tool, adviser dashboard and range of new reporting options over course of 2015.

  4. Novia DFM beats sector benchmark in first year
    Discretionary Management| Jan 13, 2015

    Novia DFM beats sector benchmark in first year

    Use of ETFs kept costs down and provided clean exposure to required asset classes, investments head says.

  5. Nucleus hits £8bn mark in 8th year of business
    Jan 07, 2015

    Nucleus hits £8bn mark in 8th year of business

    Third quarter figures put it as the UK’s second fastest platform, adding £500m in the last quarter of 2014.

  6. Bankhall reveals change in approach to compliance
    From Your Industry| Jan 02, 2015

    Bankhall reveals change in approach to compliance

    Boss says the business has “listened to our firms to understand the additional support they need.”

  7. Openwork reviewing mortgage panel
    From Mortgages| Jan 02, 2015

    Openwork reviewing mortgage panel

    Openwork director reveals business volumes for 2014 and plans to shake-up the intermediary’s approach to mortgages in 2015.

  8. Increased transparency to further shake-up market: Vanguard
    Discretionary Management| Dec 31, 2014

    Increased transparency to further shake-up market: Vanguard

    Manager’s head of retail says the increased push towards transparency will also help keep costs on the agenda next year.

  9. Not all platforms will be ready for April: Fundsnetwork
    Dec 31, 2014

    Not all platforms will be ready for April: Fundsnetwork

    At-retirement reforms will present many opportunities for those sufficiently prepared for them.

  10. Greater professionalism hasn’t been reflected by providers
    From Your Industry| Dec 31, 2014

    Greater professionalism hasn’t been reflected by providers

    Providers seem to have been overwhelmed by the roll-out of auto-enrolment over the past year, adviser firm says.

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