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Technology

Wrap/platforms

Cofunds appoints head of operations

Cofunds has appointed Matt Benson as the head of operations.

clock 18 June 2013 •

Wrap/platforms

Momentum Factor Series added to Standard Life

Momentum Global Investments Management's Factor Series fund range is now available via the Standard Life Wrap and Fundzone.

clock 18 June 2013 •

Charging

Fund groups eye 0% share classes as alternative to 'super clean'

Some of the UK's largest fund houses are considering launching retail share classes with a 0% AMC rather than provide platforms with ‘super clean' alternatives.

clock 17 June 2013 •

Technology

Advisers consider online content walls to increase business value

At least three well-known company directors are to put, or are considering putting, their content behind registration walls in a bid to increase its value to their business.

clock 13 June 2013 •

Wrap/platforms

HMRC clarifies CGT rules for clean share class transfers

Capital gains tax (CGT) charges will be rolled over until disposal when switching to clean share classes, under new rules introduced by HM Revenue & Customs (HMRC).

clock 13 June 2013 •

Wrap/platforms

Adviser research overlooks re-registration option

Only 3% of advisers look for a re-registration option when researching wrap platforms, according to figures from Capita Financial Software.

clock 13 June 2013 •

Technology

Is it time to revisit tech funds?

INVESTMENT

clock 13 June 2013 •

Wrap/platforms

Novia adds three Dodge & Cox funds

Wrap platform Novia has today added three funds from San Francisco-based investment manager Dodge & Cox.

clock 12 June 2013 •

Wrap/platforms

Axa Wealth calls for two-year 'sunset clause' on cash rebate ban

Axa Wealth is calling for a two year sunset clause on the cash rebate ban in order to avoid creating an unfair disadvantage for firms acting in the spirit of the Retail Distribution Review (RDR).

clock 12 June 2013 •

Wrap/platforms

L&G Investments launches clean share classes for Skandia platform funds

Legal & General Investments has introduced clean share classes for all 23 of its funds on the Skandia Investment Solutions platform.

clock 12 June 2013 •
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