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Technology

Wrap/platforms

Control freaks: Who should carry out share class conversions?

Are advisers better off leaving fund share class conversions to platforms (as some have suggested), or should they carry it out themselves?

clock 26 September 2013 •

Wrap/platforms

Standard Life confirms first seven 'super clean' deals

Standard Life has agreed discounted ‘super clean' share class deals with seven fund groups - including Cazenove, Schroders and Threadneedle - with a further four set to be announced by the end of October.

clock 26 September 2013 •

Economics / Markets

Streatfield: Lighthouse sees 'first green shoots' after RDR

Malcolm Streatfield, the chief executive of Lighthouse Group, said the company is seeing the "first green shoots of recovery" following a difficult two years as the business prepared for new rules brought about by the Retail Distribution Review (RDR)....

clock 26 September 2013 •

Wrap/platforms

Cofunds reinstates platform charge on pension business

Cofunds has reinstated the platform charge on its self-invested personal pension (SIPP) after adding trading accounts to client funding options.

clock 26 September 2013 •

Wrap/platforms

Standard Life super clean delays: Only eleven fund groups sign up

Standard Life has so far only managed to secure super clean share classes from 11 of the 15 fund groups it originally said it had agreed terms with, IFAonline's sister title Investment Week understands.

clock 25 September 2013 •

Wrap/platforms

Cofunds boss Last retires after six months in role

Cofunds chief executive Chris Last is to retire from the platform just six months after taking over the role.

clock 24 September 2013 •

Wrap/platforms

Why platform due diligence demands a tougher approach

PLATFORMS

clock 19 September 2013 • 7 min read

Wrap/platforms

Who should foot the bill for using platforms?

PLATFORMS

clock 19 September 2013 •

RDR

Sandringham selects Architas and Elevate for restricted panel

Restricted national advisory group Sandringham Financial Partners has selected Axa Wealth's Elevate platform and its multi-manager proposition Architas for its panel.

clock 18 September 2013 •

Wrap/platforms

FundsNetwork will not switch off trail commission before 2016

Fidelity FundsNetwork has assured advisers it has no plans to switch off trail commission before the 2016 deadline.

clock 18 September 2013 •
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