Wrap/platforms
Wrap/platforms
Provider Aviva's platform is on course to achieve profitability in 2016 and its target of £6bn in assets under management (AUM) by the end of this year, after its AUM has doubled in the last 12 months.
17 July 2014
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Wrap/platforms
Platforms are racing to update their conversion programmes as advisers complain about hefty charges when switching clients into clean share classes.
14 July 2014
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3 min read
Wrap/platforms
Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.
10 July 2014
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1 min read
Wrap/platforms
Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.
04 July 2014
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2 min read
ETFs
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.
20 June 2014
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Wrap/platforms
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.
19 June 2014
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Wrap/platforms
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".
18 June 2014
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