Platforms

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.

The changes to pension provision announced in the Budget are far reaching. But in order to access a fragmented pensions market, advisers need to give equal importance to the underlying solution, as well as the method of delivery according to Harry Kerr....

Provider Aviva has dropped the £100 a year drawdown charge on its platform.

The Fastrak to efficiency?