professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Wrap/platforms

RDR

Record-breaking Hargreaves notes rise of self-investing

Hargreaves Lansdown has achieved record levels of assets under administration after attracting £4.7bn of new money in the three months to April.

clock 17 April 2013 •

Pensions

James Hay Partnership adds 115 funds to supermarket

James Hay Partnership has added 115 retail, institutional and tracking funds to its in-house fund supermarket, the Investment Centre.

clock 15 April 2013 •

Wrap/platforms

Links named head of ops for Axa Wealth's Elevate

Mark Links will become the head of Elevate operations for Axa Wealth from 17 April.

clock 12 April 2013 •

Wrap/platforms

Informed Choice D2C platform goes live

IFA firm Informed Choice has launched its direct-to-consumer (D2C) proposition, IC Direct, following a year of beta-testing.

clock 09 April 2013 •

Wrap/platforms

Fund groups face pressure to introduce 'bare' share classes

Platforms may be forced to abandon plans for ‘super-clean' share classes as the number of firms demanding the special terms continues to rise, according to a consultant.

clock 09 April 2013 •

Wrap/platforms

A solution to the 'super clean' conundrum

REBATES

clock 09 April 2013 •

Wrap/platforms

Cofunds latest platform to push for 'super-clean' share classes

Cofunds has joined Skandia, Standard Life and Axa Elevate in lobbying fund managers for "super clean" share classes.

clock 08 April 2013 •

Wrap/platforms

Rebate tax 'fundamental breach of market freedom'

HM Revenue & Customs's (HMRC's) decision to tax unit and cash rebates could violate UK case law on competition, according to a platform consultancy.

clock 05 April 2013 •

Wrap/platforms

Skandia to introduce clean share classes alongside rebate model

Skandia is to add clean share classes to its platform following HM Revenue & Customs' decision that rebates to customers are taxable.

clock 05 April 2013 •

Wrap/platforms

Standard Life to scrap rebates and go 'clean' by April 2014

Standard Life's wrap platform is to scrap rebates on new and existing business and move to a clean share class only model by the start of the 2014/15 tax year.

clock 04 April 2013 •
132133134
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=wrap platforms&page type=listing page