Technology
Nick Eatock: Structure your business in '3D' and see the benefits
Balancing new and existing clients
Schroders UK Platform Awards 2019 - Calling all advice firms
Win free places at the awards
Has Aviva recovered from its re-platforming troubles?
'Prioritising complex, localised issues'
Brewin Dolphin commits £35m to overhaul settlements technology
'Enrich client proposition'
Chris Bredin: Platform land's poor 2018 was of sector's own making
Poor customer experiences
Simon Binney: So where are we with the advice gap?
Awaiting FAMR’s review
TISA to develop open standards to share people's investment data
13 member firms to oversee project
2019 Schroders UK Platform Awards now open for submissions
In association with Professional Adviser
7IM cuts platform fees for portfolios above £2m in HNW bid
Aimed at HNW clients and family groups
Ascentric re-platforming known spend passes £100m
In three years
Inability to switch creates 'platform panel monsters'
FCA made demands last week
Was 2018 the year that broke life companies' platform dominance?
Tough year for the sector
Adam Higgs: What should you look for in a risk-profiling tool?
Adviser tech review
Tom Ellis: FCA misses open goal to fall short on platform switching
Proposals fall short
FCA proposes ban on platform exit fees
Would affect five adviser platforms
FCA proposes 'in specie' transfers and unit class conversions to improve platform switching
Proposed changes to effect from 31 July 2020
Alistair Wilson: Six predictions for the platform market study
Publication expected tomorrow
Cofunds and Aviva see ombudsman complaints rocket after re-platforming
Following re-platforming moves
DB deficit fell £14.5bn in February - PPF
Total 3,117 schemes in deficit
Aegon sees double departure as former Cofunds chief exits
Re-platformed Cofunds last year
Ex-Sesame MD sets up B2B protection distribution proposition
Auxilium Partnership launches
Are Aviva's platform flows as bad as they look?
Re-platforming issues
Thomas Lowe: Six key trends to note as you future-proof your business
Advisers and platforms
