Wrap/platforms

Adviser tips

Last minute RDR help: what's out there?

EMERGENCY EXIT

clock 19 July 2012 •

Wrap/platforms

Novia to double sales force

Wrap platform Novia is to double its regional sales force from ten to 20 before the Retail Distribution Review (RDR), beginning with the appointment of Zurich executive Scott Adams as head of the Scotland region.

clock 18 July 2012 •

Wrap/platforms

Guardian WM abandons Axa and Transact for SEI

Guardian Wealth Management has appointed technology provider SEI to run its white-labelled platform and back-office systems.

clock 18 July 2012 •

Wrap/platforms

J.P. Morgan: Fund supermarkets lagging on investment trusts

Fund supermarkets still face number of obstacles before rolling out their investment trust (IT) propositions, according to J.P. Morgan Asset Management.

clock 16 July 2012 •

Wrap/platforms

Skandia sees fixed interest and cash spike

Inflows into fixed interest and cash rose in the second quarter of 2012, according to Skandia's Investment Trends report.

clock 16 July 2012 •

Technology

How important will rebates and cash accounts be in the new world?

TECHNOLOGY

clock 12 July 2012 •

Wrap/platforms

AXA Elevate removes switch charge on bundled pricing structure

Platform Axa Elevate has removed the fund switch charge on its bundled pricing structure.

clock 11 July 2012 •

Wrap/platforms

Advisers invited to vote in UK Platform Awards 2012

CAST YOUR VOTE

clock 05 July 2012 •

Wrap/platforms

Parmenion on target to hit £1bn AUA in two years

Platform and discretionary fund manager Parmenion said it is attracting about £20m of new business per month, after revealing its tiered charging structure ahead of the Retail Distribution Review (RDR).

clock 03 July 2012 •

Wrap/platforms

Novia to offer Heartwood model portfolios

Investment manager Heartwood is to offer its model portfolios on the Novia platform.

clock 02 July 2012 •