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Transact

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 •

Managed solutions

Morningstar's managed portfolio service goes live on Transact

Morningstar's managed portfolio service for advisers is now available on Transact.

clock 02 September 2013 •

Charging

Are providers' decency limits a step too far?

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.

clock 22 August 2013 •

Wrap/platforms

Aviva takes top position in Platforum Q3 review

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

clock 21 August 2013 •

Wrap/platforms

Re-cap: Ten key platform pricing changes you need to know about

PLATFORMS

clock 08 August 2013 •

Wrap/platforms

Are provider-to-platform marketing payments acceptable?

OPEN TO ABUSE

clock 11 July 2013 •

Wrap/platforms

Malcolm Murray to leave Transact

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

clock 01 July 2013 •

Regulation

Revealed: the 12 CASS failings that persist today

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

clock 16 May 2013 •
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