Wrap/platforms

        Vote for your favourite platforms (and win a £50 Amazon voucher)

        Professional Adviser | 22 Oct 2014 | 11:49

        Professional Adviser is inviting readers to vote for their favourite platforms in four categories and be in with a chance of winning £50 worth of Amazon vouchers.

        amazon logo
        mark-polson

        Mark Polson: The (real) secret to picking platforms

        Why Mark Polson recommends a visit to thetrainline.com if you're really serious about picking a platform all parties will be happy with...

        Professional Adviser | 17 Oct 2014 | 10:40
        alistair-wilson-zurich

        Advisers demand consistent fund share class terminology

        The vast majority of advisers want to see uniformity in the terms used for fund share classes, and are prepared to pay more in return, research suggests.

        Professional Adviser | 16 Oct 2014 | 10:56

    Other Wrap/platforms articles

      bryan-beeston

      Halfway there: Adviser risk during the ‘laborious’ asset migration process

      Asset migration is a resource-hungry task leaving advisers at risk of breaching regulatory RIY guidelines. And the industry is only halfway there, writes Jenna Towler

      Professional Adviser | 15 Oct 2014 | 11:26
      alistair-wilson-zurich

      Zurich: Advisers putting platforms under greater scrutiny

      Advisers are asking more and deeper questions when probing what Zurich’s platform has to offer, the insurer's head of retail platform strategy Alistair Wilson (pictured) has said.

      Professional Adviser | 13 Oct 2014 | 13:27
      david-ferguson

      David Ferguson: The hideous truth

      There are four quadrants to building a great business, writes David Ferguson, but complacently listing 'building trust' among them is where some of our esteemed institutions have got it so wrong...

      Professional Adviser | 09 Oct 2014 | 15:26
      pension-file

      Old Mutual Wealth scraps drawdown fee and minimum investment charge

      Old Mutual Wealth is removing the annual pension drawdown fee and scrapping the current minimum charge on its platform in order to simplify its charging structure.

      Professional Adviser | 09 Oct 2014 | 11:08
      amyr-rocha-lima

      Cofunds to review 'provider speak' letter after criticism

      Cofunds is planning to review the language of a client letter after an adviser criticised its 'provider speak'.

      Professional Adviser | 03 Oct 2014 | 08:23
      Champagne glasses ready at the Awards reception

      Standard Life named platform of the year at London awards

      Standard Life was named platform of the year at an awards ceremony in London last night, beating off stiff competition from runners up Transact and Axa Elevate.

      Professional Adviser | 01 Oct 2014 | 10:41
      feeney-paul2

      Old Mutual Wealth's Feeney: Standalone platforms 'no longer viable'

      Old Mutual Wealth chief executive Paul Feeney has told analysts that platforms must seek to integrate with other businesses if they are to survive in the coming years.

      Professional Adviser | 29 Sep 2014 | 14:33
      ian gorham

      Hargreaves Lansdown chief Gorham sees pay jump to £10.6m

      Ian Gorham, chief executive of D2C giant Hargreaves Lansdown, saw his total pay climb to £10.6m this year after cashing in some long-term share options.

      Professional Adviser | 24 Sep 2014 | 12:13
      mark-polson

      Expert suggests advisers split platform bill with client

      A platforms expert has suggested advisers share the cost of using platforms with clients.

      Professional Adviser | 24 Sep 2014 | 10:29
      cartoon-devil-and-angel

      Friend or foe: Can platforms really help advisers with asset migration?

      Advisers could be forgiven for being suspicious of the help offered by platforms and providers when it comes to legacy asset migration. But, as Jenna Towler finds out, it might be time to ditch the scepticism...

      Professional Adviser | 24 Sep 2014 | 09:58
      do-not-use

      Skandia name to disappear as group rebrands to Old Mutual Wealth

      The Skandia name is to disappear as the group rebrands as Old Mutual Wealth across all UK operations.

      Professional Adviser | 22 Sep 2014 | 10:19
      axa-wealth-logo-high-res

      Axa Wealth to launch ‘select' list of 100 hand picked funds

      Axa Wealth is set to launch a list of around 100 favoured funds in the mould of Hargreaves Lansdown's Wealth 150, to help advisers "cut through the noise".

      Professional Adviser | 17 Sep 2014 | 15:37
      hugo-thorman

      Ascentric posts £0.6m loss after tech spend

      Ascentric has posted a £0.6m loss for the 2013 financial year after “significant” investment in technology which cost it £1.6m.

      Professional Adviser | 17 Sep 2014 | 12:10
      change-architect-sign1

      Worst ravages of RDR over as advisers in 'survival mode' halve

      Advisers have overcome the biggest hurdles they were confronted with as a result of the Retail Distribution Review (RDR), according to a poll, with the number reporting they are still in "survival mode" having halved.

      Professional Adviser | 17 Sep 2014 | 08:01
      aegon120x90-copy

      Succession signs up Aegon for corporate wrap

      National wealth manager Succession has appointed Aegon's workplace savings platform to provide a bespoke wrap proposition for its corporate clients.

      Professional Adviser | 16 Sep 2014 | 12:06
      mackay-hollycut

      Holly Mackay resigns from The Platforum

      Holly Mackay, the founder and MD of platform advice, research and events firm The Platforum, has resigned from the business, Investment Week understands.

      Professional Adviser | 16 Sep 2014 | 11:55
      European commission

      Platforms could face £10m bill from tax changes branded as ‘horrible as FATCA’

      Platforms could be hit with a £10m bill in order to make sure they comply with new EU tax rules, the Tax Incentivised Savings Association (TISA) has warned.

      Professional Adviser | 15 Sep 2014 | 11:07

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