Cofunds users recently transferred over to Aegon's new platform have said they are still struggling with teething issues more than three weeks on from the transition.
Some advisers have reported trouble with transactions not going through on the platform since the migration, while others have said client income and fees have not been processed properly. In addition...
The lang cat has made parts of its platform analyser available for free so financial advisers can see how platforms are dealing with the 10% MiFID notification rule, which has been much-used in recent weeks.
On 22 September 2020, the great and the good of the platform world will once again gather for the Schroders UK Platform Awards at the London Hilton in Park Lane to celebrate excellence and achievement in investment platforms and technology.
Revisiting the portfolio debate
Health and wellbeing focus
'Shortcut to rationality'
Could cost £158m