IMA: Tracker funds net retail sales highest on record at £532m

        Professional Adviser | 27 Aug 2014 | 10:18

        Tracker funds saw net retail sales of £532m in July, the highest level since Investment Management Association (IMA) records began twenty two years ago.


        FCA to meet with TISA as trade body sends re-reg reminder

        The regulator is set to meet members of the Tax Incentivised Savings Association (TISA) to discuss re-registration rules, with the trade body reiterating to platforms best practice guidelines when dealing with super clean share classes after issues arose recently.

        Professional Adviser | 22 Aug 2014 | 10:53

        Aegon creates head of D2C role in reshuffle

        Aegon UK has given the role of managing director of its direct to consumer service Retiready to David Beattie, as part of a management reshuffle.

        Professional Adviser | 22 Aug 2014 | 08:16

    Other Wrap/platforms articles


      Nucleus inflows drive half-year profits to £1m

      Wrap Nucleus saw £725m of inflows in the six months to 30 June, with profits jumping 85% as the platform grew its market share.

      Professional Adviser | 21 Aug 2014 | 13:34

      Raymond James cements return to profit

      Advisory and wrap business Raymond James Investment Services has consolidated its return to profit, generating almost £235,000 in 2013.

      Professional Adviser | 21 Aug 2014 | 10:13

      Royal London pre-tax profit drops 45% as pension charge cap bites

      Royal London has reported a 45% slump in pre-tax profit in H1, pointing to regulatory charges as a key contributor, while its wrap platform Ascentric saw new business slide 20%.

      Professional Adviser | 19 Aug 2014 | 10:11

      Tech Review: Mark Polson explores Novia's Report Zone

      Professional Adviser's technology columnist Mark Polson promised no 'zone' puns in this review on Novia's adviser reporting tool - but he didn't get to write the headline...

      Professional Adviser | 18 Aug 2014 | 13:19
      Standard Life group FD Jackie Hunt is number 47 on 2011 Power List

      Prudential plans UK platform push as part of £100m expansion

      Prudential is planning to move into the platform space as part of a drive to diversify its business, the company has told analysts.

      Professional Adviser | 18 Aug 2014 | 11:55

      Which platforms excel at adviser service? You decide...

      Financial advisers are being invited to vote for the platforms they believe over-deliver (or at the very least properly deliver) on service.

      Professional Adviser | 14 Aug 2014 | 15:19

      Aegon UK earnings jump but auto-enrolment charge cap cost of up to £25m a year looms

      Aegon UK has said that it estimates the charge caps for auto-enrolment business will cost it between £20m to £25m a year, as it reported a 30% rise in pre-tax earnings for the second quarter.

      Professional Adviser | 14 Aug 2014 | 09:04

      Hargreaves cuts minimum investment level as it targets lower net-worth clients

      Hargreaves Lansdown is reducing the minimum investment required to open an account from £500 to £100 in a bid to entice low-value clients.

      Professional Adviser | 13 Aug 2014 | 11:42

      Nearly half of firms get 50% or more income from fees - FundsNetwork

      Nearly half of advisers already have the majority of their recurring revenue coming from fees, according to a FundsNetwork survey, with less than two years to go until the April 2016 deadline where all on-platform assets need to be moved to clean share classes which do not pay trail commission.

      Professional Adviser | 11 Aug 2014 | 12:20
      standard life

      Standard Life calls for 'common currency' to aid re-reg

      Standard Life has called for platforms with super clean deals to house alternative share classes in order to aid re-registration.

      Professional Adviser | 11 Aug 2014 | 11:56

      Platform sales hit record high in Q2 as Budget boosts sentiment

      Platform sales reached a new record in the second quarter, according to a Fundscape report which pointed to Budget reforms as a key driver of the surge in interest.

      Professional Adviser | 08 Aug 2014 | 13:05
      Zurich logo

      Zurich recovers from bond business drop

      Insurer Zurich UK Life has recovered after taking a hit in its bond business last year, posting a 10% rise in operating profits in the first half of the year.

      Professional Adviser | 07 Aug 2014 | 12:20

      Skandia sees profits jump to £10m as WealthSelect assets hit £1bn

      Old Mutual Wealth's soon to be re-branded Skandia platform today reported profits had jumped 400% in the first half of 2014 to £10m, while assets in its recently-launched WealthSelect range hit £1bn.

      Professional Adviser | 07 Aug 2014 | 08:20

      Legal & General sets end-2014 date for D2C expansion

      Legal & General is to roll out an expanded D2C platform offering by the end of 2014 as it seeks to complement Cofunds with an enhanced direct service.

      Professional Adviser | 06 Aug 2014 | 09:08

      Standard Life annuity margins down 60% post-Budget

      Annuity margins at insurer Standard Life were down 59% in the first half of the year due to the sweeping changes to retirement income announced in the Budget, latest results show.

      Professional Adviser | 05 Aug 2014 | 07:53

      Axa Wealth wrap assets rise a third in 12 months

      Axa Wealth saw funds under management on its wrap proposition Elevate rise by £2bn in the last 12 months.

      Professional Adviser | 01 Aug 2014 | 11:29

      Aviva drops drawdown charge on platform

      Provider Aviva has dropped the £100 a year drawdown charge on its platform.

      Professional Adviser | 29 Jul 2014 | 07:49



    Bower Retirement Services has announced plans to double its adviser force. How do you expect the equity release market to develop?