FundsNetwork glitch saw client's £50k 'disappear'

        Professional Adviser | 27 Feb 2015 | 14:25

        An unidentified problem at Fidelity FundsNetwork caused £50,000 to temporarily ‘disappear' from view from an advised client's portfolio.

        jon everill

        Old Mutual platform profits jump 46% as Intrinsic advisers get onboard

        Old Mutual Wealth has reported profits from its platform business rose 46% last year as it integrated Intrinsic's 3,000 advisers into the group.

        Professional Adviser | 27 Feb 2015 | 08:06

        AXA Wealth moves into profitability on 11% FUM growth

        AXA Wealth has moved into profitability following "strong growth across the business", which saw overall funds under management (FUM) increase by 11% last year.

        Professional Adviser | 25 Feb 2015 | 07:59

    Other Wrap/platforms articles


      Nutmeg personal pension to charge up to 1%

      Nutmeg has launched a personal pension charging between 0.3% and 1% depending on contribution, and free of set-up or exit fees.

      Professional Adviser | 23 Feb 2015 | 09:48

      FCA rules out adviser platform competition study but eyes fund firms

      The Financial Conduct Authority (FCA) has ruled out conducting a study into competition in the retail platforms market - despite industry concerns - but is planning closer scrutiny of fund groups.

      Professional Adviser | 20 Feb 2015 | 09:06

      Standard Life UK profits inch higher by auto-enrolment boost

      Standard Life has reported modest growth in its UK business for 2014, with profits before costs up nearly 6% during the year, driven by demand for the life company's auto-enrolment workplace pensions.

      Professional Adviser | 20 Feb 2015 | 08:18

      FundsNetwork signals investment trust push in Woodford offer

      Fidelity FundsNetwork is to make Neil Woodford’s Patient Capital trust the first externally-managed investment trust available on the platform, in what it says is a “clear intention” of more to come.

      Professional Adviser | 17 Feb 2015 | 07:50

      More pictures from the Professional Adviser Awards 2015

      More than 500 guests attended the Professional Adviser Awards 2015 at The Brewery in London on 12 February...

      Professional Adviser | 16 Feb 2015 | 17:18

      All the pictures from the Professional Adviser Awards 2015 (part one)

      More than 500 guests attended the Professional Adviser Awards 2015 at The Brewery in London on 12 February...

      Professional Adviser | 16 Feb 2015 | 12:36

      7IM owners consider sale of business

      The partners of Seven Investment Management (7IM) are considering selling the business, according to reports.

      Professional Adviser | 09 Feb 2015 | 07:35
      Chancellor George Osborne presenting the 2013 Budget in the traditional red box

      Parmenion upgrades in-house SIPP for 6 April pension changes

      Parmenion is set to upgrade its in-house self-invested personal pension (SIPP) wrapper when the retirement freedoms unveiled at last year's Budget are rolled out on 6 April.

      Professional Adviser | 04 Feb 2015 | 14:52
      Roman soldiers

      Blog: What did the Romans ever do for us? Part II

      Nick Lee assesses the consequences of the sunset clause from a platform provider perspective...

      Professional Adviser | 03 Feb 2015 | 14:13

      RP breakfast briefings: What is the best retirement wrapper?

      Retirement Planner, in association with Prudential, is hosting its second breakfast briefing for advisers this Tuesday (24 February).

      Professional Adviser | 02 Feb 2015 | 15:13
      james hay

      SIPP provider to launch on-platform DFM panel

      A self invested personal pension (SIPP) provider is to launch a panel of discretionary fund managers (DFM) on its platform in a bid to satisfy what it said is adviser demand.

      Professional Adviser | 30 Jan 2015 | 10:09
      Roman soldiers

      Blog: What did the Romans ever do for us? Part I

      Nick Lee, who is clearly a big Monty Python fan, shares his insights on the Roman origins of the sunset clause…

      Professional Adviser | 29 Jan 2015 | 10:25

      Succession snaps up advice firm for £3m

      National advice firm Succession has bought Reading-based adviser Finch Financial Services for £3m, marking the completion of its 12th acquisition.

      Professional Adviser | 26 Jan 2015 | 12:54

      Zurich expands platform to include first DFMs

      Zurich has expanded its platform offering to include a discretionary fund management service for the first time.

      Professional Adviser | 23 Jan 2015 | 13:08

      Transact cuts fees for mid-market clients

      Transact is to cut platform fees for client portfolios of between £180,000 and £300,000 in an attempt to attract new business.

      Professional Adviser | 19 Jan 2015 | 12:45

      Ascentric cuts fees in pricing overhaul

      Ascentric has introduced an inclusive platform charge as it moves to give advisers more charging options for their clients.

      Professional Adviser | 15 Jan 2015 | 15:56

      Tax planning opportunities to soar post-April as hesitant retirees make income choice - Zurich

      Maximising retirees’ tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich’s Alistair Wilson has said.

      Professional Adviser | 15 Jan 2015 | 15:50


    Should non-advised retirees cashing in their pension pots be given a 30 day cooling-off period?