In the latest in his series cherry-picking the best elements currently on offer from all the major platforms, Terry Huddart highlights the aspects that stand out about the offerings from Ascentric and Transact
#7 Ascentric: Let me call my dealer Back in January 2007, Ascentric started life as what I would call an ‘asset aggregation' platform - that is to say, it hosted the basic tax wrappers, the ISA and the...
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PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
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An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client