Smith & Pinching is joining IFA-owned wrap proposition Nucleus, bringing the total number of firms to more than 60.
Continuing his exclusive series for Professional Adviser, Mark Loosmore from technology consultancy AT8 Group analyses product and fund tools for advisers. This week: Synaptic
Nucleus chief executive David Ferguson is going to sit back and enjoy developments in what is becoming THE place to be in financial services.
Cofunds has mounted a defence against growing criticism of its negotiations with fund managers, saying the platform is only seeking to rectify the "imbalanced" terms offered to other propositions in the market.
AT8's Mark Loosmore assesses Defaqto Engage as part of his review of product and fund tools for advisers.
Over the years experience has taught me that, when a price sounds too good to be true, a little investigation will prove that it is.
Cofunds marketing and proposition director Alistair Conway has rebuffed Brian Dennehy's suggestions the platform has lost IFA backing, saying its sales volumes show the level of adviser support.
Influential financial adviser Brian Dennehy has hit out at Cofunds in an open letter to its chief executive Brett Williams, saying a significant number of IFAs are concerned over the "frequent confusion" in leadership and direction.
Nucleus Financial has launched a free online capital gains tax (CGT) tool for its business platform, in response to adviser demand.
TISA, the Tax Incentivised Savings Association, is to host the first meeting in October of an industry group to decide the implementation of an agreed standard for platform-to-platform re-registration.