Financial services firm True Potential (TP) has posted a further rise in profits in its half year results and has credited its "focus on providing technology" for its continued success.
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Provider Aviva's platform is on course to achieve profitability in 2016 and its target of £6bn in assets under management (AUM) by the end of this year, after its AUM has doubled in the last 12 months.
Think you know the full retail investment product distribution landscape?
Platforms are racing to update their conversion programmes as advisers complain about hefty charges when switching clients into clean share classes.
Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.
Nicola Brittain investigates the impact of the industry's race to the bottom on advisers' platform strategies
With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central to advisers' work, says IRESS executive general manager (wealth) Mark Loosmore.
Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.
Otherwise reasonable man Mark Polson is going to stamp on the foot of the next person who says 'engagement' when they mean something else entirely...
Social media is now the most popular activity online. Jenna Towler talks to expert Bridget Greenwood about harnessing the power of the internet and making it work for your business.
Axa Wealth’s Martyn Harrison examines the risks associated with using disjointed technology systems throughout the advice process.
Firms providing comparison websites for annuities should include details of the types of guarantees available and identify providers if they operate a restricted panel, after the Financial Conduct Authority (FCA) updated its guidance for firms.
Axa Wealth's Corporate Investment Services business is increasing the investment universe for employee benefits consultants by adding exchange traded funds (ETFs) to its bespoke Investment Only offering.
Quick and cheap? Might a new simplified advice service finally open up regulated advice to the masses?
Wealth manager Charles Stanley has reported a 33% drop in profit before tax following a year of "significant" cost which has seen it spend millions on acquisitions.
Advisers must act now to be prepared for the end of fund rebates on legacy platform business. Your platform should be ready to assist too, writes Cofunds’ Sam Christopher.
D2C platform Charles Stanley Direct has launched a new loyalty programme for clients with a series of additional fee cuts, alongside a customer charter which promises users a "fairer deal".
AXA Wealth has agreed preferential, non-rebated share classes on 153 funds from seven fund groups.
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