Technology
Wrap/platforms
Fidelity has appointed Pete Burtonshaw as head of platforms with overall responsibility for both FundsNetwork and the DC propositions.
15 July 2010
•
Wrap/platforms
Fidelity plans to gradually develop a more holistic proposition uniting the retail and corporate parts of its platforms.
14 July 2010
•
Wrap/platforms
Ascentric has launched a tool providing advisers with a breakdown of client portfolio charges, including the cost of setting up model portfolios and ETFs.
14 July 2010
•
Wrap/platforms
Cautious Managed was the top selling sector on Cofunds in Q2 as advisers look to outsource investment decisions to multi-managers in the run-up to RDR.
12 July 2010
•
Wrap/platforms
Fidelity FundsNetwork has unveiled a new pricing option for high net worth clients, offering free buying for lump sum investments and free switching in exchange for a small annual fee.
12 July 2010
•
Technology
IFA back-office provider 1st Exchange has linked with Octopus Investments to provide a bulk valuation service to advisers.
12 July 2010
•
Wrap/platforms
Allfunds' Holly Mackay says Brett Williams' shock departure has come at a crucial point in platforms' development.
09 July 2010
•
Wrap/platforms
The departure of Brett Williams, the very public face and driving force behind a revitalised Cofunds, has shocked the platform world.
08 July 2010
•
Wrap/platforms
Cofunds chief executive Brett Williams has quit the platform with immediate effect with chairman Charlie Eppinger resuming the CEO role on an interim basis.
08 July 2010
•
Wrap/platforms
Malcolm Murray, head of marketing at Transact, asks how can advisers ensure they select the right platform for them?
08 July 2010
•
