Transact

Customer agreed remuneration (CAR) gives clients the final say on how much they pay for advice but some providers still put ‘decency limits' in place. Carmen Reichman finds out why.

Aviva has emerged as the highest ranked platform in the Platforum's market monitor for the third quarter.

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Transact head of marketing Malcolm Murray has announced his intention to depart the firm after nearly 13 years employment.

The Financial Conduct Authority (FCA) is stepping up efforts to ensure firms are meeting its client money rules, according to a consultant.

Transact is reducing charges on median-sized portfolios by removing a number of price bands for clients with assets of up to £600,000.

Four platforms are to allow advisers to automatically calculate tax liabilities for clients, following HM Revenue and Customs' decision to tax rebates paid by fund managers.

Transact has criticised fund managers for failing to allow advisers to move large holdings from bundled to clean share classes.

Transact has moved to tackle difficulties accounting for the incoming rebate tax with the creation of a new automated system to calculate it.