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Technology

Wrap/platforms

Platforum founder Holly Mackay to take sabbatical

Holly Mackay, the founder and MD of platform advice, research and events business The Platforum, is to take a sabbatical later this year, Investment Week can reveal.

clock 03 April 2014 •

Wrap/platforms

Super clean and others: What drove different approaches to passing on cheaper costs?

Super clean and others; why fund groups took different approaches to passing on cheaper costs

clock 03 April 2014 •

Regulation

Simplified advice silence stalling firms' plans

The industry has yet to develop profitable simplified advice models because it is waiting on clearer guidance and direction from the regulator, Lighthouse group chief executive Malcolm Streatfield has said.

clock 03 April 2014 •

Wrap/platforms

Independence: Have you got it right on platforms?

Independence: Have you got it right on platforms?

clock 03 April 2014 •

Investment

Hargreaves' Gorham: We will not scrap exit fees until FCA tightens transfer rules

Nick Paler asks Hargreaves Lansdown chief executive Ian Gorham how the UK’s largest platform is navigating the new pricing environment

clock 02 April 2014 • 9 min read

Wrap/platforms

'Game changing' - the lang cat's view on Aegon price caps

Aegon's decision to introduce price caps on the Retirement Choices wrap and the One Retirement SIPP is "potentially game changing", according to platform consultancy the lang cat.

clock 02 April 2014 •

Wrap/platforms

Aegon: Pricing cap will be industry standard by 2024

Pricing caps on assets under management in the advised platform market will be industry standard within the next ten years, according to Aegon investment director Nick Dixon.

clock 02 April 2014 •

Wrap/platforms

Aegon caps charges for ARC and One Retirement customers

Aegon is to simplify the charging structures for the One Retirement SIPP and the Aegon Retirement Choices (ARC) wrap, benefiting clients with larger asset pots.

clock 02 April 2014 •

Wrap/platforms

Cofunds profits fall as L&G splashes cash after 'years of under-investment'

Cofunds' pre-tax profits for 2013 have fallen 16% after a rise in assets under administration was offset by L&G's attempt to reverse 'years of under-investment'.

clock 01 April 2014 •

Wrap/platforms

AJ Bell reveals clean share class objectives

AJ Bell is aiming to start converting existing fund holdings on the platform to the clean share class equivalents in the final quarter of the year.

clock 01 April 2014 •
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