professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Transact

Structured Products

Barclays launches six on-platform structured products

Barclays has launched its latest round of FTSE autocall structured products with a number of platforms and self-invested personal pension (SIPP) providers.

clock 10 October 2012 •

RDR

Transact's Taylor: 1 January is when the shooting starts

Providers will scramble to buy distribution ahead of the Retail Distribution Review (RDR) and will buy up IFA businesses "left, right and centre", delegates at this year's Institute of Financial Planning (IFP) conference heard today.

clock 02 October 2012 •

Wrap/platforms

Platforms: cost top priority for advisers

More than a quarter of advisers cite cost as the most important consideration for platform implementation, according to research.

clock 20 August 2012 •

Wrap/platforms

Elevate tops Q2 platform leaderboard

AXA Elevate topped the Platforum's leaderboard for Q2 2012, with assets under administration (AUA) up 7% from £4bn to £4.3bn.

clock 16 August 2012 •

Your profession

Is it time for supermarkets to stock up on ITs?

INVESTMENT TRUSTS

clock 26 July 2012 •

Wrap/platforms

Guardian WM abandons Axa and Transact for SEI

Guardian Wealth Management has appointed technology provider SEI to run its white-labelled platform and back-office systems.

clock 18 July 2012 •

Your profession

Former life settlements boss joins Transact board

Wrap platform Transact has appointed Jeremy Brettell to its board of directors.

clock 17 July 2012 •

Wrap/platforms

Novia to offer Heartwood model portfolios

Investment manager Heartwood is to offer its model portfolios on the Novia platform.

clock 02 July 2012 •

Your profession

Revealed: platforms and your adviser charging options

PLATFORMS

clock 21 June 2012 •

Your profession

R.I.P. MIP

R.I.P. MIP

clock 19 April 2012 • 3 min read
91011
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=transact