Ascentric Wrap

The clock is ticking: IFAs and the execution-only play

IFAonline | 27 Feb 2014 | 14:28

The D2C market is rapidly expanding but advisers have, so far, been reluctant to dive into execution only. Henry Brennan asks why and finds out if things are changing…

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newton-s-cradle

Fallout: How the D2C price war could infect the advised market

Could the intense price war among D2C platform providers spill over into the advised space? Henry Brennan finds out what it could mean for long term sustainability

IFAonline | 27 Feb 2014 | 07:00
portfolio89

Charles Stanley rolls out portfolio service to five platforms

Charles Stanley has rolled out its Collectives Portfolio Service to five platforms.

IFAonline | 24 Feb 2014 | 13:35

Other Ascentric Wrap articles

royal-london

RLAM reports record 2013 for new business in strong Royal London results

Royal London Asset Management (RLAM) has reported a record year for external new business in 2013, with gross inflows up almost 70%, a highlight in a strong set of results for its life company parent.

IFAonline | 12 Feb 2014 | 10:22
Money From the Tap

Baby steps: Are profitable platforms now a permanent fixture?

For the first time ever the platform industry nudged into collective profitability last year. But was this a one-off or the start of the industry's permanent move into the black

IFAonline | 02 Dec 2013 | 10:46
Arrow Chart

Ascentric AUA passes £7bn milestone

A record year to date performance has taken Ascentric and IFDL past the £7bn milestone for assets under administration.

IFAonline | 22 Nov 2013 | 12:37
Money From the Tap

Transition: How bulk transfers break down after FCA guidance

PA asked platform providers that are adopting a bulk transfer approach what proportion of funds are currently more expensive and how that will impact the conversion process.

IFAonline | 21 Nov 2013 | 14:36
etfcards

Exchange traded products: The post-RDR boom product?

Interest - and retail money - in exchange traded products (ETPs) has been rising steadily over the past few years, and seems to have accelerated since the RDR. Laura Miller asks why - and what – it means for advisers and investors

IFAonline | 21 Nov 2013 | 14:28
persuasive

What’s driving the move to multi-platform use?

The number of advisers using multiple platforms is on the rise. Henry Brennan finds out what’s behind the shift away from relying on a single investment platform…

IFAonline | 29 Oct 2013 | 17:11
Two people shaking hands

Investment company sales on platforms up 53% - AIC

Investment company purchases on platforms by advisers and wealth managers are up 53% in the first six months of 2013 against the same period last year, research by the Association of Investment Companies (AIC) suggests.

IFAonline | 21 Oct 2013 | 11:35
adviser

Control freaks: Who should carry out share class conversions?

Are advisers better off leaving fund share class conversions to platforms (as some have suggested), or should they carry it out themselves?

IFAonline | 26 Sep 2013 | 11:26
magnify-money

Who should foot the bill for using platforms?

If it is advisers who are reaping most of the benefits from using a platform, Henry Brennan asks, should it still be something clients are expected to pay for?

IFAonline | 19 Sep 2013 | 07:00
hugo-thorman

IFDL and Ascentric report 20% rise in total assets in H1

Wrap platform Ascentric and institutional arm IFDL grew combined total assets by 20% over the first six months of the year to £6.2bn.

IFAonline | 27 Aug 2013 | 11:24
hugo-thorman

IFDL selects Bravura Solutions as back office technology provider

Investment Funds Direct Limited (IFDL) has selected Bravura Solutions as its preferred back office technology partner.

IFAonline | 04 Jul 2013 | 14:07
holt-natanje

The growth of D2C platforms

Natanje Holt asks whether the growth of the D2C platform market is one benefit from RDR

Retirement Planner | 25 Jun 2013 | 11:13
ascentric

Ascentric predicts re-registration ‘chaos’ following platform paper

Ascentric has become one of the first platforms to explicitly rule out lobbying for super-clean share classes.

IFAonline | 23 Apr 2013 | 12:02
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Fund groups face pressure to introduce ‘bare’ share classes

Platforms may be forced to abandon plans for ‘super-clean’ share classes as the number of firms demanding the special terms continues to rise, according to a consultant.

IFAonline | 09 Apr 2013 | 12:27
hugo-thorman

Thorman: only a brave adviser uses tactical asset allocation

Fresh concerns among advisers about how the Financial Services Authority (FSA) may view their tactical asset allocation calls are helping to drive the growth of discretionary fund managers (DFMs), according to Ascentric chief executive, Hugo Thorman.

IFAonline | 26 Feb 2013 | 13:50
Arrow going down

Platform market ‘may never be profitable’

The platform industry will struggle to ever break even as a whole, according to research into firms’ financial stability.

IFAonline | 01 Feb 2013 | 07:30
hugo-thorman

Ascentric hits £5bn asset milestone

Wrap platform Ascentric has passed £5bn of assets under administration, an increase of 36% since the start of 2012.

IFAonline | 07 Dec 2012 | 10:39

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