Wrap/platforms

        Tech Review: The Fastrak to efficiency?

        Professional Adviser | 23 Jul 2014 | 11:45

        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

        mark-polson
        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

    Other Wrap/platforms articles

      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
      ballot box

      Calling all advisers: Vote for your favourite platforms and planning tools

      Advisers are being invited to vote in four categories at the upcoming Aberdeen UK Platform Awards - the Oscars of the platforms world (as its organiser, Clive Waller, describes it).

      Professional Adviser | 04 Jun 2014 | 12:38
      tiller-david

      Standard Life expands platform with launch of investment hub

      Standard Life has enhanced its wrap platform with the launch of a specialist investment hub aimed at users with discretionary permissions, as it taps into the growing number of adviser firms changing their business models.

      Professional Adviser | 02 Jun 2014 | 10:18
      logo-20reversed-20out

      Charles Stanley offers model portfolios via Standard Life Wrap

      Charles Stanley is to offer its model portfolio range via Standard Life's Wrap platform.

      Professional Adviser | 19 May 2014 | 12:29
      arrows-up-red

      Royal London pension business up almost 20% in first quarter

      Royal London new life and pensions business was up 18% to £989m in the first quarter of the year, with group pensions benefitting significantly from auto-enrolment.

      Professional Adviser | 13 May 2014 | 08:01

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