Janice Laing sets out the key points to bear in mind ahead of the looming platform cash rebate ban
Investors wishing to move from direct-to-consumer to adviser platforms face “punitive” exit fees, according to analysis by the lang cat.
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In this week’s quick fire RP poll we ask RP readers: Should withdrawals from pension pots to fund long-term care costs be made tax free?
Friends Life may offer multi-asset funds when it launches its retail platform in April next year, its chief executive has confirmed.
Platforms are stepping up their white-label investment offerings to advisory firms as an increasing number of orphaned clients presents a growing challenge in the run-up to the 2016 legacy commission ban.
In this week’s quick fire RP poll we ask RP readers: Will platforms face a capacity crunch post-April 2015?
Transact and Ageas Protect have teamed up to launch an investment-linked life cover policy available via Transact's platform.
Demand for drawdown is likely to increase by a factor of five when retirement freedoms kick-in, causing a market ‘capacity crunch’, Standard Life has warned.
Novia Financial founder Bill Vasilieff explains how he plans to grow the wrap platform, why preferentially priced deals are just ‘hot air’, and why there could be trouble ahead for some D2C players.
The operators of twenty-eight of the UK's largest investment platforms are forming the UK Platform Group in the aim to more fully represent the industry.
Retail sales at Axa Wealth were up 3% to £2.5bn in the third quarter with funds under management at the firm swelling by 10% to £27bn.
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.
Why Mark Polson recommends a visit to thetrainline.com if you're really serious about picking a platform all parties will be happy with...
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.
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
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.
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