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
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • 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

wrap platforms

Service

Standard Life CEO is 'very excited' about RDR

Standard Life CEO Paul Matthews said he is excited about the roll-out of the retail distribution review (RDR) next year, as he expects more advisers to use its fee-ready wrap and investment solutions.

clock 14 March 2012 •

Investment

True Potential rolls out life planning tool on platform

Financial services and platform provider True Potential has made a lifestyle planning tool available to its 4,000 IFA users.

clock 02 March 2012 •

Wrap/platforms

FSA to allow trail commission on fund switches within life policies

The Financial Services Authority (FSA) will allow advisers to continue to take trail commission after 2012 on fund switches within life policies set up pre-RDR.

clock 27 February 2012 •

Wrap/platforms

Axa Wealth lifts lid on execution-only wrap

Axa Wealth is launching its direct platform proposition - Axa Self Investor - this summer, which will be backed by a UK-based telephone support team.

clock 20 February 2012 •

Investment

JM Finn inks discretionary deal with Bristol planner

JM Finn & Co has penned a deal with Brunel Capital Partners which will see it provide discretionary management services to the financial planning firm via a wrap platform.

clock 20 February 2012 •

Wrap/platforms

When transparency is worthless

Platforms are yet to make the national press but, when they do, threesixty's Phil Young fears it'll likley be due to another sorry tale of behind-the-scenes money exchange between manufacturer and adviser...

clock 03 February 2012 •

Wrap/platforms

Friends Life launches corporate platform

Friends Life has launched an online workplace savings platform.

clock 31 January 2012 •

Wrap/platforms

Charles Stanley eyes orphan clients with D2C platform

Charles Stanley has appointed product aggregator All My Plans (AMP) to assist in the launch of a direct-to-consumer (D2C) platform later this year.

clock 30 January 2012 •

Wrap/platforms

Aegon hires ex-Axa Wealth man to drive platform sales

Aegon has appointed Martin Coyle, previously business development director at Axa Wealth, as head of platform sales as the insurer gears up to launch its workplace proposition in the first half of the year.

clock 29 January 2012 •

Wrap/platforms

Platforms: FSA to launch another consultation on rebates

The FSA will release a platform consultation paper within the next couple of months setting out draft rules on rebates and regulations for execution-only platforms, after Deloitte completed its research into the sector.

clock 25 January 2012 •
141516
  • 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=wrap platforms