Wrap/platforms

Cofunds is set to list Neil Woodford's equity income fund next month, but will not offer advisers access to the manager's discounted share class.

Rebate shenanigans and share class conversions aren't exactly making investors' final 2.8 billion years on Earth any easier, writes Mark Polson...

"Platform-enabled" advisory businesses are being invited to enter their firm for the 2014 Aberdeen UK Platform Awards.

Wrap platform Transact has acquired a 15% stake in adviser technology business Sprint Enterprise Technology, operator of adviser software system Fastrak.

Legal & General (L&G) saw its individual annuity sales drop 40% in the first quarter of the year, with sales down from £406m in 2013 to £244m.

It is "essential" clients are given prior notification when their fund holdings are converted to post-RDR 'clean' alternatives, but individual consent is not necessary, the Financial Conduct Authority (FCA) has outlined in finalised guidance on bulk transfers...

Platform Nucleus saw its assets under administration jump 37% in 2013 to £6.2bn, with gross inflows up 26% to £1.7bn, driving a sharp climb in profitability.

In his latest exclusive column, Mark Polson cuts the top off Strawberry Invest...

An execution-only investment platform launched a year ago by Surrey-based IFA Informed Choice has closed to new business after its pricing terms became uncompetitive.

Organisers of the Aberdeen UK Platform Awards have set a date for this year's ceremony, and will soon be inviting firms to enter the adviser categories.