Wrap/platforms

        Aviva drops drawdown charge on platform

        Professional Adviser | 29 Jul 2014 | 07:49

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

        ralli-phil
        taylor-ian

        Transact boss Taylor open to exit as platform calls in Goldman to broker sale

        Transact has appointed Goldman Sachs to broker a full sale of the business, with senior staff open to an exit if a takeover is agreed, Professional Adviser's sister title Investment Week understands.

        Professional Adviser | 28 Jul 2014 | 14:26
        hugo-thorman

        Royal London's Taylor to take over as Ascentric MD

        Jon Taylor, head of the former Co-op life insurance business, is to replace Hugo Thorman as managing director of platform Ascentric.

        Professional Adviser | 28 Jul 2014 | 11:33

    Other Wrap/platforms articles

      A man staring into a stack of racks in frustration

      Advisers facing super clean fund transfer ‘nightmare’

      The use of super clean share classes by certain platforms is beginning to cause 'unintended restrictions' for clients trying to re-register to alternative platforms.

      Professional Adviser | 28 Jul 2014 | 11:33
      mark-polson

      Tech Review: The Fastrak to efficiency?

      In his latest instalment, the lang cat's Mark Polson revisits the Sprint Enterprise Technology system promising to make onerous tasks like client report writing a whole lot easier

      Professional Adviser | 23 Jul 2014 | 11:45
      aviva-logo

      Aviva: Platform on track to achieve profitability by 2016

      Provider Aviva's platform is on course to achieve profitability in 2016 and its target of £6bn in assets under management (AUM) by the end of this year, after its AUM has doubled in the last 12 months.

      Professional Adviser | 17 Jul 2014 | 08:04
      abraham

      Platforms come under fire over share class conversion

      Platforms are racing to update their conversion programmes as advisers complain about hefty charges when switching clients into clean share classes.

      Professional Adviser | 14 Jul 2014 | 13:01
      platform33

      Zurich cuts initial platform charge in fee structure revamp

      Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.

      Professional Adviser | 10 Jul 2014 | 07:26
      Arrow

      Why the platform price war is causing a headache for advisers

      Nicola Brittain investigates the impact of the industry's race to the bottom on advisers' platform strategies

      Professional Adviser | 10 Jul 2014 | 07:21
      alistair-wilson-zurich

      Zurich: We'll have no part in platforms 'price war'

      Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.

      Professional Adviser | 04 Jul 2014 | 10:13
      etfcards

      Axa Wealth launches access to ETFs via corporate platform

      Axa Wealth's Corporate Investment Services business is increasing the investment universe for employee benefits consultants by adding exchange traded funds (ETFs) to its bespoke Investment Only offering.

      Professional Adviser | 20 Jun 2014 | 11:22
      logo-20reversed-20out

      Charles Stanley profits fall as Leicester office costs weigh

      Wealth manager Charles Stanley has reported a 33% drop in profit before tax following a year of "significant" cost which has seen it spend millions on acquisitions.

      Professional Adviser | 19 Jun 2014 | 08:15
      sunset-desert1-converted

      Into the sunset: Five preparations for the big switch-off

      Advisers must act now to be prepared for the end of fund rebates on legacy platform business. Your platform should be ready to assist too, writes Cofunds’ Sam Christopher.

      Professional Adviser | 19 Jun 2014 | 07:10
      yearsley-ben

      Charles Stanley cuts platform fees further; launches customer charter

      D2C platform Charles Stanley Direct has launched a new loyalty programme for clients with a series of additional fee cuts, alongside a customer charter which promises users a "fairer deal".

      Professional Adviser | 18 Jun 2014 | 12:30
      kellard

      AXA Wealth agrees super clean terms with seven fund groups

      AXA Wealth has agreed preferential, non-rebated share classes on 153 funds from seven fund groups.

      Professional Adviser | 18 Jun 2014 | 12:25
      profits

      Novia profits soar as group sells investment arm to Aegon

      Novia’s profits rose sharply last year after the group received a boost from the sale of its Novia Investment Services arm to Aegon.

      Professional Adviser | 16 Jun 2014 | 10:22
      rejected

      IFA: 'I will NEVER recommend Fundsnetwork again!'

      A disgruntled IFA has vowed to shun Fidelity's Fundsnetwork platform after a client's re-registration got cancelled for the third time.

      Professional Adviser | 13 Jun 2014 | 13:27
      woodford-neil-new

      Woodford wins WealthSelect mandate as Skandia secures discounted deal

      Neil Woodford has been handed a mandate on Skandia's WealthSelect range, likely in the region of hundreds of millions of pounds, with the platform also getting access to the manager's 65bps share class.

      Professional Adviser | 06 Jun 2014 | 11:25
      ian gorham

      Platforms must cut prices further to lure Hargreaves' clients - Barclays

      D2C Platforms attempting to undercut Hargreaves Lansdown via lower fees have not made "significant enough" reductions to lure clients away, analysts at Barclays have said.

      Professional Adviser | 06 Jun 2014 | 08:09
      bradbury-sheriar-2

      Fight! Why advisers need to defend themselves in the market share battle

      Sheriar Bradbury on platforms, orphan clients and the fight for market share…

      Professional Adviser | 05 Jun 2014 | 12:07

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