Platforms

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

I can hear the crucifix being erected but hear me out

Neil Woodford has made a new investment in AJ Bell via a fundraising round which ensures the Invesco Perpetual-backed platform will remain a private company.

Why the old life company service model just doesn't work

True Potential has launched a tool on its platform which will allow advised clients to manipulate their financial plan independent of their adviser.

Advisers could lose thousands of pounds in probate fees as platform funds are being converted to clean share classes, which don't support ongoing trail payments upon client death.

From accountant to adviser: PA award winner Adam Katten's road to success

Measure up: The myriad ways advisers benchmark client portfolios

Friend or foe: Can platforms really help advisers with asset migration?

The vast majority of advisers have faith they will adapt successfully to a world without trail commission, but one in ten say it could mean they cease trading, according to a survey.