Wrap/platforms

Will Roberts examines the main points of contention and asks if platforms will have enough time to adapt to the new rules before the RDR deadline at the end of 2012?

Most IFAs are using multiple platforms - but only a small minority think using just one provider jeopardises their independence, suggests recent research.

AIFA has launched a platforms decision-making guide as advisers' due diligence methods come under increased regulatory scrutiny. Here are the key messages...

The UK leads the world in wraps and platforms, although the market still has a way to go before it is "truly established", outgoing AIFA director general Chris Cummings says.

The FSA today said adviser firms' approach to platform systems and controls continues to be a " particular area of concern" as AIFA launched a platforms due diligence guide for members.

Nucleus has hired Skandia sales director Mike Wallis as new regional business development director.

Ascentric clients now have access to Tax Elected Funds (TEFs) following the launch of Querns Income First fund on the wrap - the first TEF to be marketed in the UK.

David Ferguson, CEO of Nucleus, looks at the pros and cons of guided architecture

Ed Dymott, head of UK fund partners at Fidelity, discusses the RDR platform proposals that still need clarifying to achieve a level playing field.

Dominic Fryer, manager of corporate strategy and risk at Friends Provident, explains why advisers should be encouraging the use of workplace savings platforms.