Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".
Royal London has sold the client bank of its old direct to consumer (D2C) fund platform, Fundsdirect, to online direct investment firm Strawberry Invest.
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An award for the direct platform offering the most transparent and plain-English charges, terms and conditions has no recipient for the second year running.
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Aegon has launched a ‘third-way’ retirement income product on its platform which gives retirees access to drawdown with a guaranteed level of income.
Average investors have seen their platform costs tumble by almost a fifth in the last five years, according to research by the lang cat, but advisers are not favouring the cheaper options.
Functionality and cost remain the only real drivers behind advisers wanting to switch platforms in an otherwise increasingly ‘sticky’ market, a survey has found.
Legal & General’s decision to invite offers for Cofunds just two years after it bought the platform is fraught with a number of potential pitfalls, according to industry commentators.
Most advisers are confident their business will be prepared for the upcoming switch-off of fund-based trail commission, according to a poll which contradicts other research conducted on firms' readiness.
Karl Dines puts his first lesson in project management, the PPPP principal, to good use ahead of the impending sunset clause
Karl Dines applies the Eisenhower Principle to the approaching sunset clause and urges advisory businesses to make dealing with it a priority
Succession Advisory Services is set to apply for discretionary permissions as the company looks to extend its offering.
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