Wrap/platforms
Wrap/platforms
Why Alliance Trust's hedge fund row raises platform due diligence questions
23 March 2015
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Wrap/platforms
The number of platforms targeting advisory firms is likely to halve after 2017, according to Standard Life's David Tiller.
13 March 2015
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Software
True Potential has launched a tool on its platform which will allow advised clients to manipulate their financial plan independent of their adviser.
11 March 2015
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Your profession
Vertically-integrated wealth management group True Potential has reported a £1bn increase in assets on its platform in 2014, helping group profits almost double to more than £10m.
09 March 2015
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Wrap/platforms
The potential sales of Transact and Seven Investment Management (7IM), as well as increased scrutiny from the regulator, have prompted advisers to start probing platforms on their exit strategies.
04 March 2015
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Wrap/platforms
An unidentified problem at Fidelity FundsNetwork caused £50,000 to temporarily ‘disappear' from view from an advised client's portfolio.
27 February 2015
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1 min read
Investment
Old Mutual Wealth has reported profits from its platform business rose 46% last year as it integrated Intrinsic's 3,000 advisers into the group.
27 February 2015
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