Transact
Your profession
Wrap platform Transact has appointed Jeremy Brettell to its board of directors.
17 July 2012
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Wrap/platforms
Investment manager Heartwood is to offer its model portfolios on the Novia platform.
02 July 2012
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ISAs
An adviser has criticised Barclays Wealth for what he says have been "ridiculous" delays transferring a client's portfolio.
07 March 2012
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Your profession
Sometimes the relationship between adviser and client does not work out – so how do platforms deal with ‘orphaned’ customers?
16 February 2012
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Your profession
The lang cat’s Mark Polson begins his new column in Professional Adviser by challenging providers to think more about how their products will be used.
16 February 2012
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Wrap/platforms
The FSA has warned advisers about "conflicts of interest" arising from holding shares in platforms.
07 February 2012
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Wrap/platforms
City Asset Management (CAM) has launched its unitised discretionary portfolio offering on the Skandia platform.
24 January 2012
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Wrap/platforms
Transact has told advisers it is not looking to expand into the direct to consumer (D2C) or workplace savings markets and will instead focus solely on the IFA space.
04 January 2012
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