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Technology

Wrap/platforms

Confusion surrounds adviser charging rules for platforms

The FSA remains undecided over how to apply its adviser charging rules to platforms less than three months before a planned Policy Statement and amid growing calls for the total unbundling of costs.

clock 21 January 2010 •

Wrap/platforms

F&C's Neilson joins Nucleus as business development director

Nucleus has appointed Barry Neilson, formerly of F&C Investments, as business development director.

clock 20 January 2010 •

Wrap/platforms

James Hay Wrap to be sold

The James Hay Wrap will be separated from the SIPP business and sold, following the acquisition of James Hay by IFG Group.

clock 20 January 2010 •

Wrap/platforms

Royal London 360 appoints first wrap relations manager

Royal London 360 has appointed its first wrap relations manager in response to the increasing popularity of wraps and their importance to the company's offshore bond proposition.

clock 19 January 2010 •

Wrap/platforms

Cofunds posts bumper sales figures in record year

Cofunds sales jumped nearly 20% in 2009, with assets under administration (AUA) soaring more than 55%.

clock 15 January 2010 •

Wrap/platforms

Investors moving away from cash - Skandia

Investors shied away from cash and fixed interest towards the end of 2009 and gradually moved into equity and property investments, according to Skandia.

clock 15 January 2010 •

Wrap/platforms

AXA Elevate unveils model portfolios

Axa Elevate has unveiled a raft of new features on its platform, including offshore bonds, and the launch of a new adviser academy.

clock 14 January 2010 •

Wrap/platforms

Succession selects Præmium to power investment platform

Succession will link with Præmium for its discretionary management service as part of the firm's investment platform strategy.

clock 14 January 2010 •

Wrap/platforms

Direct investors flock to new launches

Artemis Strategic Assets, Cazenove Absolute UK Dynamic and Jupiter Absolute Return made the top 10 bestseller list through Hargreaves Lansdown's direct to consumer Vantage platform for the whole of 2009.

clock 13 January 2010 •

Wrap/platforms

Fidelity revamps IFA data collection process

Fidelity FundsNetwork will offer advisers an enhanced way to process new business from Monday.

clock 13 January 2010 •
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