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Wrap/platforms

Wrap/platforms

Adviser hits out at FundsNetwork over re-reg limit

An adviser has hit out at platform FundsNetwork for refusing to re-register a client's investments to a rival platform because the value of the transfer was less than £40,000.

clock 17 April 2012 •

Wrap/platforms

Nucleus hires adviser comms manager

Nucleus has appointed Faith Liversedge to the newly-created position of IFA communications manager.

clock 13 April 2012 •

Wrap/platforms

Nucleus platform hits profitability

Wrap platform Nucleus has turned a quarterly profit for the first time.

clock 13 April 2012 •

Economics / Markets

This week's news... condensed

CONDENSED NEWS

clock 13 April 2012 •

Wrap/platforms

What you need to tell clients about platforms re-reg

REGRETS

clock 12 April 2012 •

Wrap/platforms

Zurich platform distribution head Platt leaves

Jaki Platt, the head of retail platform distribution at Zurich Financial Services, has left the company for personal reasons.

clock 11 April 2012 •

Wrap/platforms

Platform awards dinner raises £22k for charity

Last year's Aberdeen UK Platform Awards dinner raised more than £22,000 for the Help for Heroes charity, organiser CWC Research has announced.

clock 10 April 2012 •

Technology

Tech review: Moneyscope

EASY MONEY

clock 05 April 2012 • 5 min read

Wrap/platforms

Aviva wrap readies for mass market assault

Aviva has said its retail wrap will target advisers offering restricted and simplified advice propositions as part of a wider assault on the mass market.

clock 04 April 2012 •

Wrap/platforms

Skandia lifts lid on charging model set for Q4 launch

Skandia is launching its unbundled platform model in the fourth quarter of 2012, along with an adviser charging structure designed to accommodate different fee types.

clock 02 April 2012 •
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