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
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • 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
    • PA360 Watchlist

    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

Wrap/platforms

Transact cuts prices as 'salami slicing' continues

'75% of clients to pay less'

clock 08 December 2017 • 3 min read

Your profession

Comparison tool's real-time data reveals advisers' preferred platforms

Price and service key considerations

clock 28 February 2017 • 2 min read

Wrap/platforms

Transact offers advisers access to Quilter Cheviot MPS

10 strategies, including four index

clock 09 November 2016 • 1 min read

Wrap/platforms

More than half of all platform AUA in transition - lang cat research

£207bn out of £386bn affected by acquisitions and re-platforming

clock 30 September 2016 • 3 min read

Your profession

Platform views: Terry Huddart on Ascentric and Transact

Platform functionality highlights

clock 28 September 2016 • 7 min read

Wrap/platforms

'Onerous' LISA build throws question mark over platform availability

Who will offer the product from next April?

clock 02 June 2016 • 5 min read

Wrap/platforms

Nucleus warns platforms to monitor adviser-client relationship

Platforms expected to take more active role

clock 29 January 2016 • 3 min read

Wrap/platforms

Smaller rivals beat platform giants in profitability league table

Which 'small' platform is operating at a 40% margin?

clock 14 October 2015 •

Wrap/platforms

Transact cuts charges on lower value portfolios

Transact has reduced charges on its platform and has lowered the threshold size of client portfolios eligible for lower annual fees from £180,000 to £150,000.

clock 21 September 2015 •

Wrap/platforms

Worst platform cash rates revealed

Investors are getting dismal interest rates when they hold cash on the UK's biggest advised platforms, with some actually making a loss after fees, an investigation by Professional Adviser has found.

clock 10 June 2015 •
567
  • 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