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Wrap/platforms

Wrap/platforms

Fidelity in price promise on rival D2C fund deals

Fidelity's Personal Investing platform has moved to minimise the impact of D2C super clean fund deals on the end-investor by offering to refund the difference when funds are available cheaper elsewhere.

clock 28 February 2014 •

Wrap/platforms

Why platform due dilligence is not about the price tag

Price should be the last factor to consider when it comes to platform due diligence

clock 28 February 2014 •

Wrap/platforms

Skandia platform profits rise to £13m in 2013

UK platform Skandia has reported profits of £13m in 2013, up from £2m in 2012, after net inflows of over £2bn last year.

clock 28 February 2014 •

Equities

Video exclusive: IMA chief hints at challenge of spotting active management 'skill'

The skill of active fund managers "adds real value" to investors, but the market may need to improve at identifying that skill quicker, according to Investment Management Association (IMA) chief executive Daniel Godfrey.

clock 27 February 2014 •

Wrap/platforms

The clock is ticking: IFAs and the execution-only play

Is time running out for advisers looking to dip their toe in execution only?

clock 27 February 2014 •

Investment

Chelsea Financial Services cuts fees as D2C pricing war continues

Chelsea Financial Services is cutting its headline annual charge from 0.5% to 0.4% from 6 April, as it moves to compete with rivals in the direct to consumer (D2C) space.

clock 27 February 2014 •

Wrap/platforms

Prudential restricted advice service to use IRESS platform

Prudential UK has struck a deal with technology provider IRESS to use its XPlan wealth management platform for its 300-adviser restricted advice proposition.

clock 27 February 2014 •

Wrap/platforms

Arch Cru investor group lobbies platforms to help bring case against Capita

Investors suing Capita for compensation over the failed Arch Cru fund range are writing to up to 40 wraps and platforms asking them to pass on details of their action to clients who were also invested in the collapsed funds.

clock 27 February 2014 • 3 min read

Wrap/platforms

Fallout: How the D2C price war could infect the advised market

Henry Brennan finds out what the D2C price war could mean for market sustainabilty

clock 27 February 2014 •

Wrap/platforms

Aviva platform targets profitability by 2016

Aviva anticipates its platform will have achieved profitability by the start of 2016 and has set a target of £6bn in assets under management by the end of this year.

clock 26 February 2014 •
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