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Wrap/platforms

Wrap/platforms

Cautious still top but property storms up chart - Cofunds

The Cautious Managed sector held on to top spot in the Cofunds sales chart for November for the third consecutive month.

clock 10 December 2009 •

Wrap/platforms

Skandia finally completes MultiFunds migration

Skandia has finally completed the migration of 280,000 active MultiFunds policies to its Skandia Investment Solutions (SIS) platform after a delay of over two years.

clock 04 December 2009 •

Wrap/platforms

HSBC launches ETFs on Ascentric

Ascentric is unveiling two HSBC ETFs tracking the FTSE 100 and Dow Jones indices as it looks to capitalise on the growing popularity of trackers.

clock 04 December 2009 •

Wrap/platforms

Novia launches analysis tool

Novia has launched an analysis tool to enables advisers to better tally client portfolios with their risk profiles.

clock 04 December 2009 •

Wrap/platforms

Transact launches savings plan to help high earners

Transact has launched a qualifying savings plan (QSP) - becoming the first platform to offer the product.

clock 02 December 2009 •

Wrap/platforms

Nucleus breaks £1bn AUM barrier

Nucleus has passed the £1bn barrier in assets under administration, the IFA-owned wrap announced today.

clock 27 November 2009 •

Wrap/platforms

Cofunds on verge of completing new terms with fund houses

Cofunds is close to completing new pricing agreements with the fund houses yet to sign up to its revised terms.

clock 26 November 2009 •

Wrap/platforms

Adviser assets on platforms soar in Q3

Platform assets grew nearly 19% in Q3 underlining the rapid growth of the sector in the run up to the RDR, according to research by The Platforum.

clock 26 November 2009 •

Wrap/platforms

Skandia launches platform due diligence guide for advisers

Skandia has launched a guide to help advisers simplify due diligence when choosing a platform provider.

clock 26 November 2009 •

Wrap/platforms

Tools top adviser wish-list

Peter Jordan, head of proposition marketing at Skandia, takes a closer look at how advisers are using platform-based tools.

clock 26 November 2009 •
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