St James's Place (SJP) has given a rare insight into its ability to negotiate aggressively with fund managers.
HM Revenue and Customs (HMRC) has confirmed it is consulting on whether to tax fund rebates paid to customers.
Cofunds sales and marketing director Alastair Conway is leaving the platform after five years.
HM Revenue and Customs (HMRC) is considering taxing fund rebates paid by platforms to consumers in the latest crackdown on the payments.
Some of the UK's major platforms are considering writing to the Financial Services Authority (FSA) to complain about Cofunds, arguing the largest fund platform in the country is prohibiting easy re-registration.
Capita Financial Software has entered the increasingly competitive risk-profiling market with the launch of its Synaptic Modeller tool.
Alliance Trust Savings (ATS) has boosted its intermediary sales team from one to eight members as part of a push into the advised market.