Wrap/platforms

Fidelity FundsNetwork has unveiled a new pricing option for high net worth clients, offering free buying for lump sum investments and free switching in exchange for a small annual fee.

Allfunds' Holly Mackay says Brett Williams' shock departure has come at a crucial point in platforms' development.

The departure of Brett Williams, the very public face and driving force behind a revitalised Cofunds, has shocked the platform world.

Cofunds chief executive Brett Williams has quit the platform with immediate effect with chairman Charlie Eppinger resuming the CEO role on an interim basis.

Malcolm Murray, head of marketing at Transact, asks how can advisers ensure they select the right platform for them?

Intrinsic Financial Services has selected Investment Funds Direct Limited (IFDL) to power its wrap proposition.

Nucleus Financial chief executive David Ferguson muscles into a debate with the ‘big three' about platform pricing.

Sparring between platforms and discretionary fund managers is unnecessary, as they are alternate not competing solutions, writes Andrew Denham-Davis from Brooks Macdonald AM.

The Aberdeen UK Platform Awards dinner is the only event dedicated to excellence and achievement in the investment platform sector. All platform providers will be there, all hoping to win a prestigious award.

When it comes to assessing the suitability of a platform, otherwise known as conducting due diligence, each adviser, provider, colleague and ‘expert' will have an opinion on the platform that is best for your client and for your business. However, ultimately...