Other Wrap/platforms articles
Maximising retirees’ tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich’s Alistair Wilson has said.
Ascentric managing director Hugo Thorman is to leave the firm this summer following Royal London's buyout of the platform's minority shareholding in the business.
As debate around the pricing of preferential funds on a number of platforms continues, Terry Huddart delves into the findings of a recent study into the hot topic...
Advisers could lose thousands of pounds in probate fees as platform funds are being converted to clean share classes, which don’t support ongoing trail payments upon client death.
TISA Exchange, the ‘contract club’ launched almost two years ago to facilitate the electronic transfer of assets between platforms, has reported on its "incredible" progress, pointing out transfers that previously took up to three months have on occasion completed within two minutes.
Provider Aegon is to launch a drawdown product with combined access to unit-linked guarantees to capitalise on pension freedoms.
Ascentric’s managing director, Hugo Thorman, has argued advisers’ use of model portfolios is hindering the popularity of investment trusts.
One provider has sounded alarm bells on a platform ‘capacity crunch’ in the wake of pension freedoms. Jenna Towler finds out how platforms plan to keep up with drawdown demand
Tim Orton, chief executive of Aviva's platform business, is aiming to double assets under administration (AUA) to £10bn by the end of 2015.
Aileen Lynch shares her insight on how different parts of the industry will be affected by FCA's clean share class conversion final guidance...
Abraham Okusanya, author of an eye-opening new report on platform profitability, examines propositions' future viability and explains why advisers must incorporate it into their due diligence...
It's easy to misinterpret profit and loss, particularly if one looks only at the headline figures. To the untrained investor, understanding the financials is simple: profit or surplus means ‘good' or ‘buy'; loss or deficit means ‘bad' or ‘sell'.
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