Technology
Technology
Financial services firm True Potential (TP) has posted a further rise in profits in its half year results and has credited its "focus on providing technology" for its continued success.
23 July 2014
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Wrap/platforms
Provider Aviva's platform is on course to achieve profitability in 2016 and its target of £6bn in assets under management (AUM) by the end of this year, after its AUM has doubled in the last 12 months.
17 July 2014
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Investment
The FCA's five-strong range of retail investment distribution models (as it sees it)
14 July 2014
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3 min read
Wrap/platforms
Platforms are racing to update their conversion programmes as advisers complain about hefty charges when switching clients into clean share classes.
14 July 2014
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3 min read
Wrap/platforms
Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.
10 July 2014
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1 min read
Technology
With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central.
08 July 2014
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3 min read
Wrap/platforms
Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.
04 July 2014
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2 min read
