wrap platforms

The Tax Incentivised Savings Association (TISA) has established a 'contract club' to help facilitate the electronic transfer of assets between platforms.

Platform One is a UK and international wrap service aimed at high net worth clients and the Independent Financial Advisers (IFAs) or Family Offices that advise them. The service is authorised by the FSA and able to offer its services throughout the European...

In the first of a new series, IFAonline reveals the tools and features you may not know about on your favourite platform. This week we look at Transact...

Ascentric joint founder Michael Fordham has launched a new whole-of-market wrap targeting high net worth investors.

The Platforum has stressed it is very much "business as usual" after its acquisition by Centaur Media.

Three new firms have taken an equity stake in IFA-owned wrap Nucleus.

Novia has expanded its discretionary footprint with the addition of four DFMs to the wrap.

IFA-owned wrap Nucleus has launched a valuation tool designed to improve the quality of information available to advisers and clients.

Riots in London and elsewhere may have dominated this week's national news agenda, but, in financial services at least, there was plenty else going on…

Advisers say the FSA is letting firms down by failing to rubber-stamp key rules, preventing them from planning into next year and beyond.