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Wrap/platforms

Wrap/platforms

Don't risk it: How CIPs can help adviser firms

CIPs

clock 29 October 2013 •

Wrap/platforms

What's driving the move to multi-platform use?

PLATFORMS

clock 29 October 2013 •

Investment

Aegon's ARC platform races to £1bn assets

At Retirement Choices (ARC), the investment platform soft launched two years ago by provider Aegon, has gained more than £1bn assets under management.

clock 28 October 2013 •

Wrap/platforms

Axa Elevate assets up 45% to £7bn

Axa Wealth recorded a 45% rise in assets under management at its Elevate platform in the third quarter of the year, helping the group push its overall assets toward £25bn.

clock 25 October 2013 •

Wrap/platforms

FCA set outs guidance on clean share class transfers

The Financial Conduct Authority (FCA) has set out what it expects from platforms and advisers when transferring investors from pre- to post-RDR unit classes.

clock 23 October 2013 •

Wrap/platforms

Skandia links with Morningstar to ease client portfolio analysis

Skandia has integrated with the Morningstar Adviser Workstation in order to help advisers with client portfolios analysis.

clock 23 October 2013 •

Wrap/platforms

Hargreaves Lansdown eyes lower prices for online customers

Customers of D2C platform Hargreaves Lansdown are likely to get lower prices if they transact business online.

clock 21 October 2013 •

Wrap/platforms

James Hay confirms 'mix and match' approach to fund pricing

Wrap and pension provider James Hay Partnership has said advisers and clients will have access to both bundled and clean share class funds in the lead up to 2016, depending on the cheapest total expense ratio (TER).

clock 21 October 2013 •

Wrap/platforms

Investment company sales on platforms up 53% - AIC

Investment company purchases on platforms by advisers and wealth managers are up 53% in the first six months of 2013 against the same period last year, research by the Association of Investment Companies (AIC) suggests.

clock 21 October 2013 •

Wrap/platforms

Ex-Cofunds chief executive Eppinger joins Old Mutual Wealth board

Old Mutual Wealth Management has appointed ex-Cofunds chief executive Charlie Eppinger to the board as an independent non-executive director.

clock 21 October 2013 •
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