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Technology

Wrap/platforms

Expert suggests advisers split platform bill with client

A platforms expert has suggested advisers share the cost of using platforms with clients.

clock 24 September 2014 •

Wrap/platforms

Friend or foe: Can platforms really help advisers with asset migration?

Friend or foe: Can platforms really help advisers with asset migration?

clock 24 September 2014 •

Technology

New advice firm lands D2C contract for 2.4 million consumers

A new advisory firm has landed a contract with benefit solutions business Next Jump, which will allow its site to be accessed by 2.4 million consumers.

clock 23 September 2014 •

Wrap/platforms

Skandia name to disappear as group rebrands to Old Mutual Wealth

The Skandia name is to disappear as the group rebrands as Old Mutual Wealth across all UK operations.

clock 22 September 2014 •

Investment

Axa Wealth to launch 'select' list of 100 hand picked funds

Axa Wealth is set to launch a list of around 100 favoured funds in the mould of Hargreaves Lansdown's Wealth 150, to help advisers "cut through the noise".

clock 17 September 2014 •

Wrap/platforms

Ascentric posts £0.6m loss after tech spend

Ascentric has posted a £0.6m loss for the 2013 financial year after "significant" investment in technology which cost it £1.6m.

clock 17 September 2014 •

Regulation

Worst ravages of RDR over as advisers in 'survival mode' halve

Advisers have overcome the biggest hurdles they were confronted with as a result of the Retail Distribution Review (RDR), according to a poll, with the number reporting they are still in "survival mode" having halved.

clock 17 September 2014 •

Wrap/platforms

Succession signs up Aegon for corporate wrap

National wealth manager Succession has appointed Aegon's workplace savings platform to provide a bespoke wrap proposition for its corporate clients.

clock 16 September 2014 •

Wrap/platforms

Holly Mackay resigns from The Platforum

Holly Mackay, the founder and MD of platform advice, research and events firm The Platforum, has resigned from the business, Investment Week understands.

clock 16 September 2014 •

Wrap/platforms

Platforms could face £10m bill from tax changes branded as 'horrible as FATCA'

Platforms could be hit with a £10m bill in order to make sure they comply with new EU tax rules, the Tax Incentivised Savings Association (TISA) has warned.

clock 15 September 2014 •
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