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Wrap/platforms

Wrap/platforms

Why the platform price war is causing a headache for advisers

How the platform price war is affecting advisers

clock 10 July 2014 • 8 min read

Wrap/platforms

Zurich: We'll have no part in platforms 'price war'

Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.

clock 04 July 2014 • 2 min read

ETFs

Axa Wealth launches access to ETFs via corporate platform

Axa Wealth's Corporate Investment Services business is increasing the investment universe for employee benefits consultants by adding exchange traded funds (ETFs) to its bespoke Investment Only offering.

clock 20 June 2014 •

Wrap/platforms

Charles Stanley profits fall as Leicester office costs weigh

Wealth manager Charles Stanley has reported a 33% drop in profit before tax following a year of "significant" cost which has seen it spend millions on acquisitions.

clock 19 June 2014 •

Wrap/platforms

Into the sunset: Five preparations for the big switch-off

Into the sunset: Five preparations for the big switch-off

clock 19 June 2014 •

Wrap/platforms

Charles Stanley cuts platform fees further; launches customer charter

D2C platform Charles Stanley Direct has launched a new loyalty programme for clients with a series of additional fee cuts, alongside a customer charter which promises users a "fairer deal".

clock 18 June 2014 •

Wrap/platforms

AXA Wealth agrees super clean terms with seven fund groups

AXA Wealth has agreed preferential, non-rebated share classes on 153 funds from seven fund groups.

clock 18 June 2014 •

Wrap/platforms

Novia profits soar as group sells investment arm to Aegon

Novia's profits rose sharply last year after the group received a boost from the sale of its Novia Investment Services arm to Aegon.

clock 16 June 2014 •

Wrap/platforms

IFA: 'I will NEVER recommend Fundsnetwork again!'

A disgruntled IFA has vowed to shun Fidelity's Fundsnetwork platform after a client's re-registration got cancelled for the third time.

clock 13 June 2014 •

Equities

Woodford wins WealthSelect mandate as Skandia secures discounted deal

Neil Woodford has been handed a mandate on Skandia's WealthSelect range, likely in the region of hundreds of millions of pounds, with the platform also getting access to the manager's 65bps share class.

clock 06 June 2014 •
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