Wrap/platforms

        Nucleus profits leap 46% on swelling AUA

        Professional Adviser | 20 Nov 2014 | 14:57

        Nucleus has boosted assets under administration by 25% year-on-year in the third quarter after a strong summer for gross inflows.

        david-ferguson
        laing-janice

        All change please: What the platform rebate bans means in practice

        Janice Laing sets out the key points to bear in mind ahead of the looming platform cash rebate ban

        Professional Adviser | 19 Nov 2014 | 15:38
        An exit sign

        D2C platforms under fire over ‘punitive’ exit fees

        Investors wishing to move from direct-to-consumer to adviser platforms face “punitive” exit fees, according to analysis by the lang cat.

        Professional Adviser | 18 Nov 2014 | 13:12

    Other Wrap/platforms articles

      Photo of people covering their faces with cards picturing question marks

      RP Poll: Should pension withdrawals to fund LTC be tax free?

      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?

      Retirement Planner | 14 Nov 2014 | 10:53
      friends-life-02

      Friends Life mulls multi-asset offering for platform launch

      Friends Life may offer multi-asset funds when it launches its retail platform in April next year, its chief executive has confirmed.

      Professional Adviser | 12 Nov 2014 | 07:51
      Pile of one pound coins

      Platform assets rise £10bn in Q3

      Platforms saw the rate of assets under administration (AUA) growth jump by almost a fifth in the third quarter of 2014, according to research from Fundscape.

      Professional Adviser | 10 Nov 2014 | 11:59
      Photo of Kevin Okell of Altus

      Platforms accelerate B2B2C plans as advice gap widens

      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.

      Professional Adviser | 10 Nov 2014 | 10:35
      Photo of people covering their faces with cards picturing question marks

      RP poll: Will platforms face a capacity crunch post-April 2015?

      In this week’s quick fire RP poll we ask RP readers: Will platforms face a capacity crunch post-April 2015?

      Retirement Planner | 05 Nov 2014 | 16:32
      marketing-platform

      Transact and Ageas Protect launch investment-linked life cover

      Transact and Ageas Protect have teamed up to launch an investment-linked life cover policy available via Transact's platform.

      Professional Adviser | 05 Nov 2014 | 16:30
      tiller-david

      Massive drawdown demand to cause ‘capacity crunch’ – Standard Life

      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.

      Professional Adviser | 05 Nov 2014 | 10:27
      david-greenall

      Canada Life debate: Who benefits from platforms?

      With the vast bulk of client money now going on to platforms, who really benefits? The client, the adviser or just the platform provider?

      Professional Adviser | 03 Nov 2014 | 11:52 | video
      bill-vasilieff

      Novia’s Vasilieff: There could be some terrible disasters in the D2C space

      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.

      Professional Adviser | 31 Oct 2014 | 08:03
      dymott-ed-fidelity

      Twenty-eight retail platforms join forces to form industry body

      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.

      Professional Adviser | 29 Oct 2014 | 17:33
      shutterstock-64536343

      Axa Wealth sales up in Q3 as funds under managment swell 10%

      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 | 24 Oct 2014 | 07:41
      tom-rowland

      Aberdeen UK Platform Awards raises £30k for Mind

      Attendees of the Aberdeen UK Platform Awards 2014 have been praised for their generosity after a record £30,000 was raised for mental health charity Mind.

      Professional Adviser | 23 Oct 2014 | 16:01
      amazon logo

      Vote for your favourite platforms (and win a £50 Amazon voucher)

      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.

      Professional Adviser | 22 Oct 2014 | 11:49
      mark-polson

      Mark Polson: The (real) secret to picking platforms

      Why Mark Polson recommends a visit to thetrainline.com if you're really serious about picking a platform all parties will be happy with...

      Professional Adviser | 17 Oct 2014 | 10:40
      alistair-wilson-zurich

      Advisers demand consistent fund share class terminology

      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.

      Professional Adviser | 16 Oct 2014 | 10:56
      bryan-beeston

      Halfway there: Adviser risk during the ‘laborious’ asset migration process

      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

      Professional Adviser | 15 Oct 2014 | 11:26
      alistair-wilson-zurich

      Zurich: Advisers putting platforms under greater scrutiny

      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.

      Professional Adviser | 13 Oct 2014 | 13:27

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