Wrap/platforms

Nearly a quarter of advisers think using a single platform for their clients will jeopardise their claims of independence, research suggests.

David Ferguson, CEO of Nucleus Financial, wonders whether 31 March will go down as a key date in the history of platforms…David Ferguson, CEO of Nucleus Financial, wonders whether 31 March will go down as a key date in the history of platforms…

Capita Financial Software is hosting a platform comparison and due diligence day for advisers in June.

The FSA gave platforms just one week to respond to another follow-up questionnaire as it explores "other scenarios" alongside the ongoing cash rebate controversy, it has emerged.

Cofunds has appointed Openwork CEO Martin Davis as chief executive.

Novia is linking with Plum software in a tie-up enabling clients to view a snapshot of their portfolios from adviser websites.

The FSA gave platforms just two weeks to respond to an operational questionnaire which will be key in helping the regulator decide whether to pursue its controversial plan to ban cash rebates.

Baillie Gifford's James Budden on why platforms should welcome investment trusts.

Discretionary manager City Asset Management (CAM) has launched five risk-rated model portfolios which will be available on a number of platforms.

This week Mark Loosmore of AT8 Group looks at the belated entry of Aegon into the still growing wrap marketplace.