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Wrap/platforms

Your profession

Succession to launch 'lite' version of platform for sub-£50k clients

Wealth management group Succession is launching a ‘lite' version of its platform for clients with less than £50,000 of investable assets.

clock 18 March 2014 •

Wrap/platforms

Big comeback: Will unit rebates form the basis of discounts?

Why have so many of the preferential fund deals announced in recent weeks been based on unit rebating rather than the launch of super clean share classes?

clock 13 March 2014 •

Wrap/platforms

What is investment pre-funding and which platforms do it?

What is investment pre-funding and which of your preferred platforms offer it?

clock 13 March 2014 •

Wrap/platforms

Fund groups offered Hargreaves 600 cut price funds

Hargreaves Lansdown received over 600 individual deals on fund prices before it decided which funds would make it onto its new Wealth 150 + list, Investment Week can reveal.

clock 13 March 2014 •

Wrap/platforms

Interactive Investor launches D2C white label offering

Interactive Investor has launched a direct-to-consumer (D2C) white label proposition with FE Trustnet as its first partner.

clock 12 March 2014 •

Wrap/platforms

Standard Life wrap launches DFM service

The Standard Life wrap is launching a third party discretionary fund management (DFM) service for advisers.

clock 11 March 2014 •

Wrap/platforms

Advice trespass fears stunting D2C platform market - report

Ensuring direct-to-consumer (D2C) platforms do not stray into advice has become an "obsession" that is ultimately stunting innovation, a report has concluded.

clock 11 March 2014 •

Wrap/platforms

Gosling's Grouse: The cost of investing

It seems we have now seen the back of clean and super clean share classes, which is a relief as it was very tedious...

clock 10 March 2014 •

Wrap/platforms

Old Mutual Wealth vice-chairman Mann to retire

Old Mutual Wealth vice-chairman Peter Mann has announced his intention to retire after 12 years with the group.

clock 10 March 2014 •

Wrap/platforms

Barclays Stockbrokers cuts SIPP charge

Barclays Stockbrokers has cut the charge on its self-invested personal pension (SIPP) just weeks after revealing its clean pricing structure.

clock 10 March 2014 •
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