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Wrap/platforms
Alliance Trust Savings has partnered with financial services consultancy Altus to provide automatic re-registration of assets.
12 July 2013
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Wrap/platforms
Nucleus is cutting charges for clients with larger portfolios from 1 November.
11 July 2013
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Wrap/platforms
Axa Wealth will introduce an automatic re-registration system on the Elevate platform later this month.
10 July 2013
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Wrap/platforms
Lighthouse has rolled out the Zurich retail platform across its national advice business.
08 July 2013
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Wrap/platforms
Axa Elevate clients will be able to view documents online following industry feedback.
08 July 2013
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Wrap/platforms
Seven Investment Management (7IM) will introduce a platform fee for its funds by April 2014, in anticipation of a Financial Conduct Authority (FCA) ban on cross subsidies.
08 July 2013
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Investment
Somerset-based Stafford House Investments (SHI) has completed its acquisition of the financial advisory business of AC Mole & Sons.
08 July 2013
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