Wrap/platforms

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

        Professional Adviser | 17 Sep 2014 | 15:37

        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".

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        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
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        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

    Other Wrap/platforms articles

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      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
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      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
      sandiford-shaun

      Octopus hires Sandiford from AXA Elevate

      Tax planning specialist Octopus has hired Shaun Sandiford from AXA Elevate to head up its relationships with platforms.

      Professional Adviser | 15 Sep 2014 | 11:02
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      Post-Budget pension advice surge fuelled by ‘client confusion’ – poll

      Confusion about changes to pension rules will drive a huge surge in demand for pensions advice, according to a FundsNetwork adviser poll.

      Professional Adviser | 15 Sep 2014 | 10:18
      derek-bradley-2

      We will survive trail switch-off, declare 'stoic' advisers

      The vast majority of advisers have faith they will adapt successfully to a world without trail commission, but one in ten say it could mean they cease trading, according to a survey.

      Professional Adviser | 12 Sep 2014 | 13:17
      jon everill

      FundsNetwork: Number of UK platforms will halve in next decade

      Investors will find their choice of platforms has halved in as little as ten years’ time, according to FundsNetwork advisory services head Jon Everill.

      Retirement Planner | 10 Sep 2014 | 11:45
      jon everill

      FundsNetwork to offer bulk clean price switch to advisers from January

      Advisers using FundsNetwork may convert clients to funds' clean share classes en masse from January 2015, the platform has said.

      Professional Adviser | 08 Sep 2014 | 13:31
      cox-danny-hargreaves-lansdown

      A rival to Nutmeg? Under the bonnet of Hargreaves' D2C discretionary service

      Hargreaves Lansdown is taking aim at the low-end direct-to-consumer (D2C) discretionary market after announcing plans to unveil a portfolio management service in 2015 with a minimum investment below £10,000.

      Professional Adviser | 03 Sep 2014 | 12:37
      gorham-ian

      Hargreaves awaits 'guidance' clarity as assets near £47bn

      Hargreaves Lansdown has reported a record pre-tax profit of £209.8m for the year to 30 June after it weathered the impact of changes to its charging model and falling returns on cash.

      Professional Adviser | 03 Sep 2014 | 08:13
      bill-vasilieff

      Novia takes stake in wealth business to boost DFM service

      Wrap platform Novia has formed a strategic partnership with Tavistock by teaming up with Cocoon Investments to acquire a £250,000 stake in the business.

      Professional Adviser | 01 Sep 2014 | 08:48
      stockmarketboards

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

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

      Professional Adviser | 27 Aug 2014 | 10:18
      fca

      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-logo

      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
      ferguson-david-nucleus-2

      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
      profits

      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
      phil-loney-in-jacket

      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

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