Platforms

Wrap/platforms

Embark Group to scrap ATS platform's flat-fee model for new clients after acquisition

‘Grandfathering’ of terms for existing clients

clock 29 October 2019 • 2 min read

Platforms

Standard Life launches new personalised platform technology

Capitalising on ‘mass personalisation’

clock 28 October 2019 • 1 min read

Your profession

Boring Money launches platform and robo-advice fee calculator

Compares 20 D2C companies

clock 16 July 2019 • 2 min read

Companies

Link allows trapped Woodford investors shares class transfers

Customers can switch from Hargreaves Lansdown

clock 11 July 2019 • 3 min read

Platforms

'Once your reputation is damaged like that there is no way back'

Platforms react to Fidelity blocking Income Focus purchases

clock 19 June 2019 • 2 min read

Platforms

Novia 'not complacent' after multi-million pound upgrades

Cost more than £2m

clock 09 May 2019 • 2 min read

Your profession

Three things your clients may call you about this week …

What made financial headlines over the weekend?

clock 31 March 2019 • 3 min read

Companies

Quilter unveils plans to improve margins and transform UK platform

Reports 38% drop in flows

clock 12 March 2019 • 5 min read

Investment

Platform views: 2022 vision

A great deal has happened to the UK platform sector over the last three years, which means a great deal can also happen over the next three. Here Tom Ellis imagines how the market might look in 2022

clock 13 February 2019 • 4 min read

Investment

Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul

New reporting platform for third-party IFA and direct clients

clock 14 January 2019 • 3 min read