adviser firms
Wrap/platforms
Platform sales on Axa Wealth's wrap proposition Elevate rose 75% in 2011 to £1.3bn, bringing total platform assets under administration to £3.5bn.
16 February 2012
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Wrap/platforms
FundsNetwork has extended its managed solutions offering with the launch of a risk-profiling service for its multi asset range.
14 February 2012
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Technology
A website providing details of online financial advice offerings has been launched.
06 February 2012
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Investment
Guidance issued today by HMRC appears to extend the scope under which advice services will be exempt from VAT post-retail distribution review (RDR).
01 February 2012
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Regulation
A former financial adviser has admitted to defrauding clients out of more than £1m over a 20-year period.
31 January 2012
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Wrap/platforms
Nearly half of advisers have still not signed up to a platform - because they are "too busy" running their businesses and preparing for RDR, research suggests.
26 January 2012
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Investment
A blanket ban on traded life policy (TLP) investments would amount to "overkill" and could hamper the UK's ability to compete in global markets, according to SL Investment Management (SL).
23 January 2012
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RDR
The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).
23 January 2012
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Investment
Axa Wealth has announced a restructure of its sales and support team in a move which puts 50 jobs at risk.
23 January 2012
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Investment
Helen Morrissey takes a look through the latest Retirement Planner Inquiry and asks what challenges retirement advisers will be facing in the coming year
20 January 2012
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5 min read
