Wrap/platforms

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

        Professional Adviser | 27 Aug 2014 | 10:18

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

        stockmarketboards
        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

    Other Wrap/platforms articles

      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
      mark-polson

      Tech Review: Mark Polson explores Novia's Report Zone

      Professional Adviser's technology columnist Mark Polson promised no 'zone' puns in this review on Novia's adviser reporting tool - but he didn't get to write the headline...

      Professional Adviser | 18 Aug 2014 | 13:19
      Standard Life group FD Jackie Hunt is number 47 on 2011 Power List

      Prudential plans UK platform push as part of £100m expansion

      Prudential is planning to move into the platform space as part of a drive to diversify its business, the company has told analysts.

      Professional Adviser | 18 Aug 2014 | 11:55
      waller-clive

      Which platforms excel at adviser service? You decide...

      Financial advisers are being invited to vote for the platforms they believe over-deliver (or at the very least properly deliver) on service.

      Professional Adviser | 14 Aug 2014 | 15:19
      aegon-logo

      Aegon UK earnings jump but auto-enrolment charge cap cost of up to £25m a year looms

      Aegon UK has said that it estimates the charge caps for auto-enrolment business will cost it between £20m to £25m a year, as it reported a 30% rise in pre-tax earnings for the second quarter.

      Professional Adviser | 14 Aug 2014 | 09:04
      gorham-ian

      Hargreaves cuts minimum investment level as it targets lower net-worth clients

      Hargreaves Lansdown is reducing the minimum investment required to open an account from £500 to £100 in a bid to entice low-value clients.

      Professional Adviser | 13 Aug 2014 | 11:42
      money-pound-notes2

      Nearly half of firms get 50% or more income from fees - FundsNetwork

      Nearly half of advisers already have the majority of their recurring revenue coming from fees, according to a FundsNetwork survey, with less than two years to go until the April 2016 deadline where all on-platform assets need to be moved to clean share classes which do not pay trail commission.

      Professional Adviser | 11 Aug 2014 | 12:20
      standard life

      Standard Life calls for 'common currency' to aid re-reg

      Standard Life has called for platforms with super clean deals to house alternative share classes in order to aid re-registration.

      Professional Adviser | 11 Aug 2014 | 11:56
      money-hand-invest

      Platform sales hit record high in Q2 as Budget boosts sentiment

      Platform sales reached a new record in the second quarter, according to a Fundscape report which pointed to Budget reforms as a key driver of the surge in interest.

      Professional Adviser | 08 Aug 2014 | 13:05
      Zurich logo

      Zurich recovers from bond business drop

      Insurer Zurich UK Life has recovered after taking a hit in its bond business last year, posting a 10% rise in operating profits in the first half of the year.

      Professional Adviser | 07 Aug 2014 | 12:20
      skandia

      Skandia sees profits jump to £10m as WealthSelect assets hit £1bn

      Old Mutual Wealth's soon to be re-branded Skandia platform today reported profits had jumped 400% in the first half of 2014 to £10m, while assets in its recently-launched WealthSelect range hit £1bn.

      Professional Adviser | 07 Aug 2014 | 08:20
      legal-general-logo

      Legal & General sets end-2014 date for D2C expansion

      Legal & General is to roll out an expanded D2C platform offering by the end of 2014 as it seeks to complement Cofunds with an enhanced direct service.

      Professional Adviser | 06 Aug 2014 | 09:08
      nish-david-standard-life

      Standard Life annuity margins down 60% post-Budget

      Annuity margins at insurer Standard Life were down 59% in the first half of the year due to the sweeping changes to retirement income announced in the Budget, latest results show.

      Professional Adviser | 05 Aug 2014 | 07:53
      kellard

      Axa Wealth wrap assets rise a third in 12 months

      Axa Wealth saw funds under management on its wrap proposition Elevate rise by £2bn in the last 12 months.

      Professional Adviser | 01 Aug 2014 | 11:29
      ralli-phil

      Aviva drops drawdown charge on platform

      Provider Aviva has dropped the £100 a year drawdown charge on its platform.

      Professional Adviser | 29 Jul 2014 | 07:49

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