Technology

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

TISA Exchange, the ‘contract club' launched almost two years ago to facilitate the electronic transfer of assets between platforms, has reported on its "incredible" progress, pointing out transfers that previously took up to three months have on occasion...

Provider Aegon is to launch a drawdown product with combined access to unit-linked guarantees to capitalise on pension freedoms.

Ascentric's managing director, Hugo Thorman, has argued advisers' use of model portfolios is hindering the popularity of investment trusts.

Under pressure: Will platforms struggle to cope with pension freedom?

Self-invested personal pension (SIPP) provider Hornbuckle has teamed up with online investment manager Nutmeg to administer a new range of personal pensions.

Tim Orton, chief executive of Aviva's platform business, is aiming to double assets under administration (AUA) to £10bn by the end of 2015.