wrap platforms
ETFs
Evercore Pan-Asset (EPA) has launched its range of PanDynamic model portfolios investing in ETFs on the Transact platform for retail investors.
15 March 2011
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Wrap/platforms
Avalon is launching a direct-to-consumer version of its platform for advisers servicing lower income clients.
02 March 2011
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Wrap/platforms
Independence concerns are driving advisers using life company platforms into the arms of additional providers, whereas smaller brand players tend to be advisers' sole choice.
24 February 2011
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ETFs
Assets in iShares ETFs held on wrap platforms have more than doubled in 2010 to reach £557.9m.
21 February 2011
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Wrap/platforms
The direct to consumer platform market is "taking off" as the lines between D2C and adviser-led models blur, says The Platforum.
08 February 2011
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Wrap/platforms
TISA has issued an industry-wide Service Level Agreement which will allow platform providers to start piloting their re-registration procedures.
27 January 2011
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Wrap/platforms
Capita Financial Software has launched a new version of Synaptic Comparator - its platform comparison and due diligence service for advisers.
27 January 2011
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uncategorised
Close Asset Management products are now accessible via the Boston Direct Management International platform.
25 January 2011
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Wrap/platforms
FundsNetwork has launched a third version of its Tax Wrapper Analyser, including additional functionality following changes to the CGT regime last year.
04 January 2011
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Wrap/platforms
Wow - what a year for platforms! Where do you stand on the great rebate debate? We look back on the most important developments.
21 December 2010
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