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Technology

Wrap/platforms

Baby steps: Are profitable platforms now a permanent fixture?

PROFITABLE PLATFORMS

clock 02 December 2013 •

Investment

Fund groups in talks with Skandia over Select pricing fears

Fund groups signed up to Skandia's WealthSelect proposition are holding further talks with the platform after it altered its pricing plans, sparking concerns over margins.

clock 02 December 2013 •

Wrap/platforms

Hargreaves to announce 'Waitrose-style' premium pricing structure

Hargreaves Lansdown could be set to charge lower-end clients around 70bps when it publishes its new clean fee structure, expected this week.

clock 02 December 2013 • 2 min read

Wrap/platforms

AJ Bell introduces capped annual charge on revamped D2C platform

AJ Bell has introduced a capped annual charge on its new-look D2C platform Youinvest as it unveils its pricing strategy for 2014.

clock 02 December 2013 •

RDR

Orphan clients: Is a 'dip in, dip out' advice model the answer?

Consumers priced out of full advice may yet be able to seek the expertise of an adviser via a chargeable "dip in, dip out" information-only model, according to Cofunds distribution director Andy Coleman.

clock 29 November 2013 •

Regulation

LTC, clean share classes and MMR: An overview of recent regulatory events

REGULATION

clock 28 November 2013 •

Technology

Tech review: Mark Polson on You at Work's auto-enrolment package

TECH REVIEW

clock 28 November 2013 •

Adviser tips

How to write a watertight client file

IMPERMEABLE

clock 28 November 2013 •

Wrap/platforms

Almost half of fund managers 'will not offer better terms to platforms'

Nearly half of asset managers have said they will not offer discount share classes to platforms as they do not class them as distributors, preferring instead to deal directly with larger advisers.

clock 27 November 2013 •

Wrap/platforms

Cofunds and Intelliflo agree strategic partnership

Cofunds has entered into a two-way integration with Intellifo which will allow trading on the platform to be triggered from within Intelliflo's Intelligent Office software.

clock 26 November 2013 •
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