Wrap/platforms

Mark Loosmore of IRESS finds out how marketing firm ClientsFirst is helping advisers prepare their businesses for the new regulatory environment through the use of PR, email and newsletter campaigns.

Friends Life has launched an online workplace savings platform.

Charles Stanley has appointed product aggregator All My Plans (AMP) to assist in the launch of a direct-to-consumer (D2C) platform later this year.

Brett Williams, the former head of platforms Cofunds and Skandia, has launched a private equity firm with targets including financial services groups.

Aegon has appointed Martin Coyle, previously business development director at Axa Wealth, as head of platform sales as the insurer gears up to launch its workplace proposition in the first half of the year.

Nearly half of advisers have still not signed up to a platform - because they are "too busy" running their businesses and preparing for RDR, research suggests.

Platform-to-platform re-reg is among the few scenarios in which commission will remain. But should it?

The FSA will release a platform consultation paper within the next couple of months setting out draft rules on rebates and regulations for execution-only platforms, after Deloitte completed its research into the sector.

Thurleigh Investment Managers has launched a set of risk-managed model portfolios on platform Novia.

City Asset Management (CAM) has launched its unitised discretionary portfolio offering on the Skandia platform.