Wrap/platforms

        Suarez, selfies and CIPs: A year in review

        Professional Adviser | 18 Dec 2014 | 12:38

        There was more to 2014 in financial services than pensions freedom, wasn't there? David Thompson looks back on a busy year, and whether the flurry of changes worked.

        luis-suarez
        electronic-circuit-board-and-head

        TISA Exchange lauds progress as two-minute transfers reported

        TISA Exchange, the ‘contract club’ launched almost two years ago to facilitate the electronic transfer of assets between platforms, has reported on its "incredible" progress, pointing out transfers that previously took up to three months have on occasion completed within two minutes.

        Professional Adviser | 16 Dec 2014 | 09:44
        david-macmillan

        Aegon to launch guaranteed drawdown product on retirement platform

        Provider Aegon is to launch a drawdown product with combined access to unit-linked guarantees to capitalise on pension freedoms.

        Professional Adviser | 10 Dec 2014 | 12:07

    Other Wrap/platforms articles

      hugo-thorman

      Model portfolios deter advisers from investment trusts – Ascentric

      Ascentric’s managing director, Hugo Thorman, has argued advisers’ use of model portfolios is hindering the popularity of investment trusts.

      Professional Adviser | 10 Dec 2014 | 10:57
      underpressure

      Under pressure: Will platforms struggle to cope with pension freedom?

      One provider has sounded alarm bells on a platform ‘capacity crunch’ in the wake of pension freedoms. Jenna Towler finds out how platforms plan to keep up with drawdown demand

      Retirement Planner | 09 Dec 2014 | 09:56
      aviva-2014

      Aviva platform chief targets £10bn AUA by end-2015

      Tim Orton, chief executive of Aviva's platform business, is aiming to double assets under administration (AUA) to £10bn by the end of 2015.

      Professional Adviser | 08 Dec 2014 | 13:07
      aileen-lynch

      The rules of the game: Clean share class conversions explained

      Aileen Lynch shares her insight on how different parts of the industry will be affected by FCA's clean share class conversion final guidance...

      Professional Adviser | 05 Dec 2014 | 08:33
      abraham

      The bottom line: Revealing platforms' profitability (and why it matters)

      Abraham Okusanya, author of an eye-opening new report on platform profitability, examines propositions' future viability and explains why advisers must incorporate it into their due diligence...

      Professional Adviser | 04 Dec 2014 | 12:44
      scott-sinclair

      From the editor: Is it important that platforms turn a profit?

      It's easy to misinterpret profit and loss, particularly if one looks only at the headline figures. To the untrained investor, understanding the financials is simple: profit or surplus means ‘good' or ‘buy'; loss or deficit means ‘bad' or ‘sell'.

      Professional Adviser | 04 Dec 2014 | 12:08
      harrison-daniel-true-potential

      True Potential to launch 15-strong fund range

      Financial services group True Potential is to enter the fund management market with the launch of its own 15-strong fund range, a senior partner has said.

      Professional Adviser | 03 Dec 2014 | 10:17
      London skyscrapers with sun descending and building lights on

      Transact bidders withdraw; CEO Taylor commits future

      The private equity firms eyeing wrap provider Transact have withdrawn their approaches, Professional Adviser's sister title Investment Week understands.

      Professional Adviser | 01 Dec 2014 | 10:55
      clock striking twelve with pound sign

      Axa Elevate blames ‘systems error' for income payments delay

      Axa Elevate has said a ‘systems error' is causing delays in income payments to hundreds of clients on the platform.

      Professional Adviser | 01 Dec 2014 | 10:49
      aviva-2014

      Advisers' investment processes: A video debate

      As Aviva launches its latest adviser guide, Delivering your investment process, the provider gathered key industry players to discuss the key issues.

      Professional Adviser | 01 Dec 2014 | 07:00 | video
      aileen-lynch

      Connecting the regulatory dots: Working with the FCA just got easier

      Aileen Lynch looks at the revamped FCA Connect application and notification system

      Professional Adviser | 28 Nov 2014 | 15:01
      david-thompson-elevate

      Axa Wealth to scrap platform drawdown and pension charges

      Axa Wealth is to drop charges associated with drawdown and its Pension Investment Account on its Elevate platform.

      Professional Adviser | 26 Nov 2014 | 11:30
      Photo of Mike Barrett of Old Mutual

      Old Mutual Wealth sets out bulk-conversion plans

      Old Mutual Wealth, the UK’s third largest adviser platform with funds under administration of £30bn, will begin bulk converting any remaining clients in bundled share classes to unbundled in February 2015.

      Professional Adviser | 24 Nov 2014 | 10:47
      david-ferguson

      Nucleus profits leap 46% on swelling AUA

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

      Professional Adviser | 20 Nov 2014 | 14:57
      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

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