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Wrap/platforms

Wrap/platforms

Aberdeen to buy DFM and platform Parmenion

Aberdeen Asset Management is to acquire discretionary fund manager and platform Parmenion.

clock 04 September 2015 •

Wrap/platforms

IFA Saunderson House targeting early-career clients

Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".

clock 27 August 2015 •

Investment

Royal London sells D2C platform client bank to Strawberry

Royal London has sold the client bank of its old direct to consumer (D2C) fund platform, Fundsdirect, to online direct investment firm Strawberry Invest.

clock 24 August 2015 •

Wrap/platforms

Award for platform charges clarity given to 'nobody'

An award for the direct platform offering the most transparent and plain-English charges, terms and conditions has no recipient for the second year running.

clock 30 July 2015 •

Wrap/platforms

Calling all advisers! Vote for your favourite platforms

Which platforms and planning tools have stood out for you in the last 12 months? Professional Adviser invites readers to vote for their favourites ahead of the premier event in the platform awards calendar...

clock 27 July 2015 •

Income

Aegon launches platform-based drawdown with guarantees

Aegon has launched a ‘third-way' retirement income product on its platform which gives retirees access to drawdown with a guaranteed level of income.

clock 20 July 2015 •

Wrap/platforms

Platform pricing report: Average costs cut by 18% vs. pre-RDR

Average investors have seen their platform costs tumble by almost a fifth in the last five years, according to research by the lang cat, but advisers are not favouring the cheaper options.

clock 13 July 2015 •

Wrap/platforms

Functionality and cost most important in 'increasingly sticky' platform market

Functionality and cost remain the only real drivers behind advisers wanting to switch platforms in an otherwise increasingly ‘sticky' market, a survey has found.

clock 26 June 2015 •

Wrap/platforms

What price Cofunds? L&G's platform sale under the microscope

Legal & General's decision to invite offers for Cofunds just two years after it bought the platform is fraught with a number of potential pitfalls, according to industry commentators.

clock 24 June 2015 •

Charging

Advisers buoyant with ten months to charging 'sunset clause'

Most advisers are confident their business will be prepared for the upcoming switch-off of fund-based trail commission, according to a poll which contradicts other research conducted on firms' readiness.

clock 16 June 2015 •
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