Technology

Ascentric has introduced an inclusive platform charge as it moves to give advisers more charging options for their clients.

Maximising retirees' tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich's Alistair Wilson has said.

Ascentric managing director Hugo Thorman is to leave the firm this summer following Royal London's buyout of the platform's minority shareholding in the business.

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Listed advice firm Lighthouse Group has teamed with a discretionary investment manager to create a 'cost-effective' focused investment advice service to be delivered online.

Advisers could lose thousands of pounds in probate fees as platform funds are being converted to clean share classes, which don't support ongoing trail payments upon client death.

Transact has stated its intention to float following its failure to secure a buyer last year.

An adviser trade association is calling on the regulator to ensure its final guidance on using social media channels is clear after a poll of members suggested more than a third were unaware the watchdog was looking into the issue.

Suarez, selfies and CIPs: A year in review