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Wrap/platforms

Wrap/platforms

What the FSA's platforms paper means for client relationships

Osborne Clarke head of regulatory services, Tim Boyce, on why clear communication with clients will be more important than ever following the FSA's platforms policy paper.

clock 25 August 2011 •

Wrap/platforms

Are you getting the most out of....Transact

In the first of a new series, IFAonline reveals the tools and features you may not know about on your favourite platform. This week we look at Transact...

clock 22 August 2011 •

Wrap/platforms

Ascentric founder launches wrap targeting HNWs

Ascentric joint founder Michael Fordham has launched a new whole-of-market wrap targeting high net worth investors.

clock 22 August 2011 •

Wrap/platforms

The Platforum: 'Business as usual' after takeover

The Platforum has stressed it is very much "business as usual" after its acquisition by Centaur Media.

clock 22 August 2011 •

Wrap/platforms

Nucleus signs up three more firms

Three new firms have taken an equity stake in IFA-owned wrap Nucleus.

clock 19 August 2011 •

Wrap/platforms

Novia adds four DFMs to wrap

Novia has expanded its discretionary footprint with the addition of four DFMs to the wrap.

clock 18 August 2011 •

Wrap/platforms

Blog: Have we all missed a trick with the platforms paper?

Cofunds’ sales and marketing director Alastair Conway asks if we are focusing enough on consumer outcomes from the FSA policy paper.

clock 18 August 2011 •

Wrap/platforms

Nucleus launches valuation tool

IFA-owned wrap Nucleus has launched a valuation tool designed to improve the quality of information available to advisers and clients.

clock 17 August 2011 •

Wrap/platforms

Elevate expands model portfolio range

Axa Wealth's platform Elevate has partnered with discretionary managers Investec Wealth & Investment and Mercater Capital Management.

clock 15 August 2011 •

Wrap/platforms

Novia adds State Street ETFs to platform

Novia has added State Street Global Advisor's (SSgA) range of SPDR exchange traded funds (ETFs) to the platform.

clock 15 August 2011 •
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