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Wrap/platforms

Investment

All the pictures from the Professional Adviser Awards 2015 (part one)

All the pictures from the night (part one)

clock 16 February 2015 • 1 min read

Wrap/platforms

7IM owners consider sale of business

The partners of Seven Investment Management (7IM) are considering selling the business, according to reports.

clock 09 February 2015 •

Wrap/platforms

Parmenion upgrades in-house SIPP for 6 April pension changes

Parmenion is set to upgrade its in-house self-invested personal pension (SIPP) wrapper when the retirement freedoms unveiled at last year's Budget are rolled out on 6 April.

clock 04 February 2015 •

Wrap/platforms

Blog: What did the Romans ever do for us? Part II

What did the Romans ever do for us? Part II

clock 03 February 2015 •

Pensions

RP breakfast briefings: What is the best retirement wrapper?

RP breakfast briefings: What is the best retirement wrapper?

clock 02 February 2015 • 1 min read

Wrap/platforms

SIPP provider to launch on-platform DFM panel

A self invested personal pension (SIPP) provider is to launch a panel of discretionary fund managers (DFM) on its platform in a bid to satisfy what it said is adviser demand.

clock 30 January 2015 •

Wrap/platforms

Blog: What did the Romans ever do for us? Part I

What did the Romans ever do for us? Part I

clock 29 January 2015 •

Investment

Succession snaps up advice firm for £3m

National advice firm Succession has bought Reading-based adviser Finch Financial Services for £3m, marking the completion of its 12th acquisition.

clock 26 January 2015 •

Wrap/platforms

Zurich expands platform to include first DFMs

Zurich has expanded its platform offering to include a discretionary fund management service for the first time.

clock 23 January 2015 •

Wrap/platforms

Transact cuts fees for mid-market clients

Transact is to cut platform fees for client portfolios of between £180,000 and £300,000 in an attempt to attract new business.

clock 19 January 2015 •
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