Wrap/platforms

A platforms expert has suggested advisers share the cost of using platforms with clients.

Friend or foe: Can platforms really help advisers with asset migration?

The Skandia name is to disappear as the group rebrands as Old Mutual Wealth across all UK operations.

Axa Wealth is set to launch a list of around 100 favoured funds in the mould of Hargreaves Lansdown's Wealth 150, to help advisers "cut through the noise".

Ascentric has posted a £0.6m loss for the 2013 financial year after "significant" investment in technology which cost it £1.6m.

Advisers have overcome the biggest hurdles they were confronted with as a result of the Retail Distribution Review (RDR), according to a poll, with the number reporting they are still in "survival mode" having halved.

National wealth manager Succession has appointed Aegon's workplace savings platform to provide a bespoke wrap proposition for its corporate clients.

Holly Mackay, the founder and MD of platform advice, research and events firm The Platforum, has resigned from the business, Investment Week understands.

Platforms could be hit with a £10m bill in order to make sure they comply with new EU tax rules, the Tax Incentivised Savings Association (TISA) has warned.

Tax planning specialist Octopus has hired Shaun Sandiford from AXA Elevate to head up its relationships with platforms.