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Technology

Wrap/platforms

Morningstar takeover will not alter OBSR tie-up: Cofunds

Morningstar UK's acquisition of OBSR will have no bearing on its link-up with Cofunds to provide a researched fund list and model portfolios to advisers, says the platform.

clock 15 April 2010 •

Wrap/platforms

Skandia warns platform rebate ban to have 'severe consequences'

Skandia has added its voice to the debate on platform payments by arguing a ban on rebates will result in a poorer outcome for consumers.

clock 15 April 2010 •

Wrap/platforms

Transact adds Saltus model portfolios to platform

Advisers on the Transact platform have been given access to Saltus discretionary fund management services.

clock 15 April 2010 •

RDR

Better Business: The RDR's latest milestone

Peter Hicks, head of UK retail sales at Fidelity International, looks at what the most recent RDR paper means for consumers and platforms.

clock 14 April 2010 •

Wrap/platforms

Skandia adds Axa Elevate to platforms comparison tool

Skandia has added the Axa platform's bundled and unblundled charging structure to its Platformwatch tool, bringing to seven the number of platforms IFAs can now compare prices on.

clock 13 April 2010 •

Wrap/platforms

Ardent takes stake in Nucleus

York-based Ardent IFA is joining adviser-owned wrap Nucleus.

clock 12 April 2010 •

Technology

2plan launches mobile version of Nexus

2plan has launched a mobile version of its adviser portal Nexus, enabling advisers to access client information and reports 24/7 using hand-held devices.

clock 09 April 2010 •

Wrap/platforms

Most Elevate advisers select unbundled option - Axa

Axa has added its voice to the platform charge transparency debate saying about 90% of advisers on Elevate select its unbundled solution.

clock 09 April 2010 •

Wrap/platforms

Equity funds make up ground in ISA season rush - Skandia

The gap between fixed interest and equity fund sales narrowed in the final rush of the ISA season, says Skandia, in a sign investor confidence is growing.

clock 08 April 2010 •

Wrap/platforms

Aviva reduces AMC on wrap

Aviva has reduced the annual management charge (AMC) on its wrap for new business and re-registrations for one year.

clock 07 April 2010 •
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