Wrap/platforms
Wrap/platforms
Advisers are being urged to adopt a phased approach to platform due diligence ahead of the introduction of new obligations on 6 April, with pricing as the least important consideration.
29 January 2014
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Wrap/platforms
Aviva is introducing a platform charge of 0.15% for new customers with portfolios valued at more than £400,000.
29 January 2014
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Wrap/platforms
Mixed Investment 20-60% Shares was the best-selling sector on Cofunds in 2013, according to figures released today.
28 January 2014
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Wrap/platforms
Barclays Stockbrokers has revealed its clean pricing structure, introducing an AMC of 0.35% as it becomes the latest platform to undercut Hargreaves Lansdown's headline charges.
27 January 2014
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Wrap/platforms
Zurich UK Life has promoted Alistair Wilson to the newly created role of head of retail platform strategy.
23 January 2014
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Wrap/platforms
IFA firm Fairstone Financial Management - the Moneygate Group's national financial advisory business - and wrap platform Nucleus have partnered to share services between member firms, including a 'deferred buyout' option for Nucleus advisers.
22 January 2014
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Wrap/platforms
Fidelity has undercut Hargreaves Lansdown with its new pricing structure, introducing an AMC of 0.35% for clients with total assets up to £250,000.
22 January 2014
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Wrap/platforms
Execution-only broker Interactive Investor is offering investors up to £240 in cash and trading credit if they switch £3,000 or more to the platform by the end of February.
21 January 2014
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