Wrap/platforms

Wrap/platforms

New DFM comparison tool launches for advisers

Starting point for due diligence

clock 08 September 2016 • 1 min read

Pensions

Praemium enters pensions market with SIPP provider acquisition

Platform has £40bn AUM

clock 08 September 2016 • 1 min read

Wrap/platforms

Advisers concerned about service levels post-platform M&A

CoreData Research study detects adviser worries

clock 16 August 2016 • 1 min read

Wrap/platforms

Platforms suffer lowest sales since 2014 on Brexit fears

Sales fall to £9.6bn

clock 15 August 2016 • 1 min read

Wrap/platforms

'Unsustainable' Cofunds pricing sure to change, adviser says

Aegon purchased platform for £140m

clock 11 August 2016 • 3 min read

Companies

Cofunds: Deal is platform market 'game changer'

'Chance to dominate sector', platform says

clock 11 August 2016 • 4 min read

Tax Planning

IHT mindfulness: Helping clients escape an unexpected bill

Rising property prices could land many with IHT liabilities

clock 11 August 2016 • 5 min read

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Aegon buys Cofunds for £140m to become industry's biggest platform

L&G sells off adviser platform after months of speculation

clock 11 August 2016 • 4 min read

Wrap/platforms

Alliance Trust Savings returns to profit after Stocktrade acquisition

AUM up 40%

clock 10 August 2016 • 1 min read

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UK Platform Awards 2016: Which platform offers advisers the best service?

Make your nomination for the ‘best platform for adviser service' award

clock 17 July 2016 • 1 min read