Blog: What did the Romans ever do for us? Part I

        Professional Adviser | 29 Jan 2015 | 10:25

        Nick Lee, who is clearly a big Monty Python fan, shares his insights on the Roman origins of the sunset clause…

        Roman soldiers

        Succession snaps up advice firm for £3m

        National advice firm Succession has bought Reading-based adviser Finch Financial Services for £3m, marking the completion of its 12th acquisition.

        Professional Adviser | 26 Jan 2015 | 12:54

        Zurich expands platform to include first DFMs

        Zurich has expanded its platform offering to include a discretionary fund management service for the first time.

        Professional Adviser | 23 Jan 2015 | 13:08

    Other Wrap/platforms articles


      Transact cuts fees for mid-market clients

      Transact is to cut platform fees for client portfolios of between £180,000 and £300,000 in an attempt to attract new business.

      Professional Adviser | 19 Jan 2015 | 12:45

      Ascentric cuts fees in pricing overhaul

      Ascentric has introduced an inclusive platform charge as it moves to give advisers more charging options for their clients.

      Professional Adviser | 15 Jan 2015 | 15:56

      Tax planning opportunities to soar post-April as hesitant retirees make income choice - Zurich

      Maximising retirees’ tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich’s Alistair Wilson has said.

      Professional Adviser | 15 Jan 2015 | 15:50

      Ascentric's Thorman sets exit date after Royal London buyout

      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.

      Professional Adviser | 13 Jan 2015 | 17:38

      Cheap as (soggy) chips: Assessing the superclean paradox

      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...

      Professional Adviser | 12 Jan 2015 | 09:35

      Warning over adviser probate fee cut-off in clean share classes

      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.

      Professional Adviser | 08 Jan 2015 | 12:11

      Transact considers IPO after suitors withdraw

      Transact has stated its intention to float following its failure to secure a buyer last year.

      Professional Adviser | 07 Jan 2015 | 13:02

      Suarez, selfies and CIPs: A year in review

      There was more to 2014 in financial services than pensions freedom, wasn't there? David Thompson looks back on a busy year, and whether the flurry of changes worked.

      Professional Adviser | 18 Dec 2014 | 12:38

      TISA Exchange lauds progress as two-minute transfers reported

      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.

      Professional Adviser | 16 Dec 2014 | 09:44

      Aegon to launch guaranteed drawdown product on retirement platform

      Provider Aegon is to launch a drawdown product with combined access to unit-linked guarantees to capitalise on pension freedoms.

      Professional Adviser | 10 Dec 2014 | 12:07

      Model portfolios deter advisers from investment trusts – Ascentric

      Ascentric’s managing director, Hugo Thorman, has argued advisers’ use of model portfolios is hindering the popularity of investment trusts.

      Professional Adviser | 10 Dec 2014 | 10:57

      Under pressure: Will platforms struggle to cope with pension freedom?

      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

      Retirement Planner | 09 Dec 2014 | 09:56

      Aviva platform chief targets £10bn AUA by end-2015

      Tim Orton, chief executive of Aviva's platform business, is aiming to double assets under administration (AUA) to £10bn by the end of 2015.

      Professional Adviser | 08 Dec 2014 | 13:07

      The rules of the game: Clean share class conversions explained

      Aileen Lynch shares her insight on how different parts of the industry will be affected by FCA's clean share class conversion final guidance...

      Professional Adviser | 05 Dec 2014 | 08:33

      The bottom line: Revealing platforms' profitability (and why it matters)

      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...

      Professional Adviser | 04 Dec 2014 | 12:44

      From the editor: Is it important that platforms turn a profit?

      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'.

      Professional Adviser | 04 Dec 2014 | 12:08

      True Potential to launch 15-strong fund range

      Financial services group True Potential is to enter the fund management market with the launch of its own 15-strong fund range, a senior partner has said.

      Professional Adviser | 03 Dec 2014 | 10:17


    Should simplified advice include an element of commission-based remuneration?