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Cofunds

Wrap/platforms

Stephen Mohan set to exit Allfunds

Stephen Mohan, UK director at Europe's largest platform group Allfunds Bank, is set to leave the firm, Investment Week understands.

clock 11 June 2015 •

Wrap/platforms

Worst platform cash rates revealed

Investors are getting dismal interest rates when they hold cash on the UK's biggest advised platforms, with some actually making a loss after fees, an investigation by Professional Adviser has found.

clock 10 June 2015 •

Wrap/platforms

Cofunds chief targets profit improvement despite 83% boost in 2014

The chief executive of UK platform giant Cofunds has admitted the business "should be generating more profit" despite an 83% increase in its 2014 pre-tax result, which reversed a multi-year downward trend.

clock 27 March 2015 •

Investment Trusts

FundsNetwork signals investment trust push in Woodford offer

Fidelity FundsNetwork is to make Neil Woodford's Patient Capital trust the first externally-managed investment trust available on the platform, in what it says is a "clear intention" of more to come.

clock 17 February 2015 •

Adviser tips

Taking control: How to set a successful pricing model

How to set a successful pricing model

clock 12 January 2015 •

Investment

Square Mile forms investment research partnership with Cofunds

Square Mile Investment Consulting and Research is to provide fund research for Cofunds users in a partnership between the two companies.

clock 25 November 2014 •

ETFs

Platform inefficiencies over real time trading threaten ETF investors' returns

Investors are calling for more control over ETF trades executed on fund platforms, many of which are incapable of hosting the vehicles or are currently unable to offer real time trading.

clock 25 November 2014 • 2 min read

Adviser tips

Ready, aim, fire: Setting a business strategy for long-term success

Andy Coleman on why a clear business strategy will ultimately hit the target with clients

clock 19 November 2014 •

Wrap/platforms

Platform assets rise £10bn in Q3

Platforms saw the rate of assets under administration (AUA) growth jump by almost a fifth in the third quarter of 2014, according to research from Fundscape.

clock 10 November 2014 • 1 min read

Wrap/platforms

Platforms accelerate B2B2C plans as advice gap widens

Platforms are stepping up their white-label investment offerings to advisory firms as an increasing number of orphaned clients presents a growing challenge in the run-up to the 2016 legacy commission ban.

clock 10 November 2014 •
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