Technology
Wrap/platforms
Zurich has expanded its platform offering to include a discretionary fund management service for the first time.
23 January 2015
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Wrap/platforms
Transact is to cut platform fees for client portfolios of between £180,000 and £300,000 in an attempt to attract new business.
19 January 2015
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Wrap/platforms
Ascentric has introduced an inclusive platform charge as it moves to give advisers more charging options for their clients.
15 January 2015
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Income
Maximising retirees' tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich's Alistair Wilson has said.
15 January 2015
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Wrap/platforms
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.
13 January 2015
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Investing in the profession
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.
09 January 2015
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Regulation
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.
08 January 2015
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Wrap/platforms
Transact has stated its intention to float following its failure to secure a buyer last year.
07 January 2015
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