Wrap/platforms
RDR
Novia has added Arjent's multi-asset portfolios to the wrap in an expansion of its discretionary manager offering.
08 March 2012
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Wrap/platforms
Charles Stanley has appointed Cofunds as its fund custodian in a deal which will see £1.2bn of funds moved across to the platform's institutional arm.
06 March 2012
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Investment
Financial services and platform provider True Potential has made a lifestyle planning tool available to its 4,000 IFA users.
02 March 2012
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Wrap/platforms
Skandia has removed a price comparison service from its PlatformWatch tool due to "lack of cooperation" from other platforms.
02 March 2012
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Wrap/platforms
Ascentric is establishing a series of IFA focus groups to provide it with feedback on propositional and service developments.
02 March 2012
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Investment
The FSA is set to address concerns it will create an "unlevel playing field" by permitting trail commission to continue on fund switches within life policies set up pre-RDR, but not on other products.
29 February 2012
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Wrap/platforms
The Financial Services Authority (FSA) will allow advisers to continue to take trail commission after 2012 on fund switches within life policies set up pre-RDR.
27 February 2012
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Wrap/platforms
Advisers have been urged to remind clients they could shelter more than £58,000 from the taxman this ISA season.
22 February 2012
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