Wrap/platforms
Regulation
Advisers could lose thousands of pounds in probate fees as platform funds are being converted to clean share classes, which don't support ongoing trail payments upon client death.
08 January 2015
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Wrap/platforms
Transact has stated its intention to float following its failure to secure a buyer last year.
07 January 2015
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Wrap/platforms
TISA Exchange, the ‘contract club' launched almost two years ago to facilitate the electronic transfer of assets between platforms, has reported on its "incredible" progress, pointing out transfers that previously took up to three months have on occasion...
16 December 2014
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Wrap/platforms
Provider Aegon is to launch a drawdown product with combined access to unit-linked guarantees to capitalise on pension freedoms.
10 December 2014
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Managed solutions
Ascentric's managing director, Hugo Thorman, has argued advisers' use of model portfolios is hindering the popularity of investment trusts.
10 December 2014
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Wrap/platforms
Under pressure: Will platforms struggle to cope with pension freedom?
09 December 2014
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Wrap/platforms
Tim Orton, chief executive of Aviva's platform business, is aiming to double assets under administration (AUA) to £10bn by the end of 2015.
08 December 2014
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