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Technology

Wrap/platforms

Which three platforms are outpacing their rivals in assets race?

A "combination of politics and pensions" contributed to slower sales across platforms in the first three months of the year, with the year-on-year (YOY) asset growth rate also receding, according to research.

clock 15 May 2015 •

Investment

Hourly charging IFA Saunderson House to launch discretionary service

Advisory firm Saunderson House is planning to launch a discretionary service later this year in a bid to broaden its investment offering.

clock 13 May 2015 •

Wrap/platforms

Nucleus' growth continues after strong full year

Adviser platform Nucleus received £510m in new assets in the first quarter of the year, following 'record' inflows in 2014.

clock 12 May 2015 •

Technology

Vanguard launches 30bps 'robo' advice service for £33k clients

US investment management giant Vanguard Group has officially unveiled its ‘robo' advice offering in the US, offering investors with minimum assets of $50,000 portfolio management for as little as 30bps annually.

clock 07 May 2015 •

Wrap/platforms

Axa Elevate assets hit £10bn on record pension reform inflows

Axa Wealth reported record inflows to its wrap platform Elevate in the month before the 6 April introduction of widespread pension reforms, taking total assets beyond £10bn and pushing the group's overall funds under management (FUM) closer to the £30bn...

clock 07 May 2015 •

Technology

Everything advisers should know about Google's mobile website ranking rethink

Everything advisers should know about Google's mobile website ranking rethink

clock 06 May 2015 •

Retirement

Standard Life UK assets up 5% following 'strong inflows'

Standard Life's UK business has reported a 5% increase in assets under administration (AUA) following net inflows of £1.5bn and "positive market movements".

clock 29 April 2015 •

Regulation

Five unintended consequences of pensions freedom...and how to deal with them

Five unintended consequences of pensions freedom

clock 27 April 2015 •

Tax Planning

Transact becomes first platform to make VCTs available

Transact has partnered with Octopus Investments to become the first platform to offer venture capital trusts (VCTs) following the introduction of new legislation.

clock 23 April 2015 •

Technology

Towry eyes online services for iPad generation

Wealth management group is close to launching online services for clients, according to a report in the Financial Times.

clock 20 April 2015 •
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