Wrap/platforms

Skandia has posted an online video showing the seven steps advisers should follow for a robust investment process.

Elevate has partnered with Premier Asset Management and Richmond House Group to provide a range of bespoke and managed portfolio options for IFAs.

AIFA has joined the growing chorus of industry players urging the FSA to re-think its proposal to ban cash rebates as it warns the plans will be detrimental to customers.

Transact, Standard Life and Elevate have been rated the best platforms by IFAs, according to The Platforum.

Elevate managing director Martin Jennings has stepped down after Axa Wealth announced a restructure which will see its main distribution business aligned to the Elevate platform.

David Ferguson, CEO of Nucleus, reveals why the IFA community has many reasons to be cheerful

Independence concerns are driving advisers using life company platforms into the arms of additional providers, whereas smaller brand players tend to be advisers' sole choice.

Mark Loosmore of AT8 Group finds Standard Life is making bold moves in the wrap market

Cofunds and FundsNetwork are again joining forces to offer last-minute ISA collection points.

Transact has broken the £10bn AUM figure with head of marketing Malcolm Murray attributing the wrap's successful growth story to its strong service credentials.