Wrap/platforms
Wrap/platforms
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.
30 January 2015
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Investment
National advice firm Succession has bought Reading-based adviser Finch Financial Services for £3m, marking the completion of its 12th acquisition.
26 January 2015
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Wrap/platforms
Zurich has expanded its platform offering to include a discretionary fund management service for the first time.
23 January 2015
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Wrap/platforms
Transact is to cut platform fees for client portfolios of between £180,000 and £300,000 in an attempt to attract new business.
19 January 2015
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Wrap/platforms
Ascentric has introduced an inclusive platform charge as it moves to give advisers more charging options for their clients.
15 January 2015
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Income
Maximising retirees' tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich's Alistair Wilson has said.
15 January 2015
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Wrap/platforms
Ascentric managing director Hugo Thorman is to leave the firm this summer following Royal London's buyout of the platform's minority shareholding in the business.
13 January 2015
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