Transact

An adviser has criticised Barclays Wealth for what he says have been "ridiculous" delays transferring a client's portfolio.

Sometimes the relationship between adviser and client does not work out – so how do platforms deal with ‘orphaned’ customers?

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.

The FSA has warned advisers about "conflicts of interest" arising from holding shares in platforms.

City Asset Management (CAM) has launched its unitised discretionary portfolio offering on the Skandia platform.

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.

Wrap Transact suffered a £3m drop in profits last year after it was hit by an FSA fine for client money breaches.

Another year draws to a close and, amid the hideous market turmoil and the ongoing lack of regulatory clarity, the platform sector seems set to post some impressive numbers.

Five things the nationals have highlighted over the weekend that your clients will call you about this week.

Ten of this week's best-read stories