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Transact

Wrap/platforms

Transact boss Taylor open to exit as platform calls in Goldman to broker sale

Transact has appointed Goldman Sachs to broker a full sale of the business, with senior staff open to an exit if a takeover is agreed, Professional Adviser's sister title Investment Week understands.

clock 28 July 2014 •

Wrap/platforms

Advisers facing super clean fund transfer 'nightmare'

The use of super clean share classes by certain platforms is beginning to cause 'unintended restrictions' for clients trying to re-register to alternative platforms.

clock 28 July 2014 •

Technology

Tech Review: The Fastrak to efficiency?

The Fastrak to efficiency?

clock 23 July 2014 • 5 min read

Wrap/platforms

Transact buys stake in adviser technology firm

Wrap platform Transact has acquired a 15% stake in adviser technology business Sprint Enterprise Technology, operator of adviser software system Fastrak.

clock 07 May 2014 •

Wrap/platforms

Transact to cut dealing and buy commission charges

Transact has said it will halve both its buy commission and dealing charges from 1 March.

clock 13 January 2014 •

ETFs

Exchange traded products: The post-RDR boom product?

ETPs

clock 21 November 2013 •

Wrap/platforms

Investment company sales on platforms up 53% - AIC

Investment company purchases on platforms by advisers and wealth managers are up 53% in the first six months of 2013 against the same period last year, research by the Association of Investment Companies (AIC) suggests.

clock 21 October 2013 •

Wrap/platforms

Transact scraps establishment fees on investment bonds

Transact has said it will scrap the initial establishment fees on its investment bonds.

clock 02 October 2013 •

Wrap/platforms

FE Select Portfolios now available on Transact

FE Research's range of 15 risk-targeted portfolios are now available on the Transact platform.

clock 16 September 2013 •

Wrap/platforms

Five platforms on shortlist for 'best for adviser service' award

Five firms have been named on the shortlist for the Best Platform for Adviser Service gong at next month's Aberdeen UK Platform Awards.

clock 11 September 2013 •
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