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FundsNetwork

Wrap/platforms

Skandia lifts lid on charging model set for Q4 launch

Skandia is launching its unbundled platform model in the fourth quarter of 2012, along with an adviser charging structure designed to accommodate different fee types.

clock 02 April 2012 •

ISAs

FundsNetwork and Friends Life forge ISA partnership

Friends Life has inked a deal with FundsNetwork which will see the platform supply an ISA and fund range to retail customers within its heritage business.

clock 20 March 2012 •

Investing in the profession

Will unbundling boost investment trust uptake?

Platform unbundling will no doubt make investment trusts more accessible - but the jury is still out on whether it will make them more popular.

clock 14 March 2012 •

Wrap/platforms

How to shelter £58k from taxman this ISA season

Advisers have been urged to remind clients they could shelter more than £58,000 from the taxman this ISA season.

clock 22 February 2012 •

Your profession

What about those who are left behind?

Sometimes the relationship between adviser and client does not work out – so how do platforms deal with ‘orphaned’ customers?

clock 16 February 2012 •

Wrap/platforms

Investment trusts and the struggle for shelf space

Trust providers still have to battle a number of misconceptions before advisers can truly understand the benefits of closed-ended structures, writes Ed Morse, head of investment trust business development at F&C Investments.

clock 16 February 2012 •

Wrap/platforms

Should re-registration come under adviser charging rules?

Platform-to-platform re-reg is among the few scenarios in which commission will remain. But should it?

clock 26 January 2012 •

Investing in the profession

David White: What does 'good' ongoing service look like?

David White, head of Fundsnetwork, argues advisers can learn from private banks and wealth managers when it comes to client reviews.

clock 15 December 2011 •

Wrap/platforms

Thorman: Ownership vital in platform due diligence

Advisers should consider the ownership of a platform when doing their due diligence as foreign-owned platforms are historically more likely to pull out of the market, according to Ascentric managing director Hugo Thorman.

clock 02 December 2011 •

Wrap/platforms

How to get the most out of...Fundsnetwork

The next instalment in our popular series on getting the most out of your favourite platform takes a look at Fidelity's Fundsnetwork.

clock 17 November 2011 •
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