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wrap platforms

uncategorised

AJ Bell hires GBST to power SIPPcentre extension

AJ Bell is working with Australian technology provider GBST to extend the administrative functionality of SIPPcentre, its online SIPP.

clock 13 December 2010 •

Wrap/platforms

How to spot a stable platform

How do you ensure the platform you choose is not going to fail. Maria Merricks reports.

clock 09 December 2010 •

uncategorised

Mattioli Woods to launch discretionary service in 2011

Pensions consultancy Mattioli Woods is shortlisting platform providers to help launch a discretionary fund management offering in summer next year.

clock 26 November 2010 •

uncategorised

An audience with...Axa's Martin Jennings

Martin Jennings, newly-appointed managing director of Axa Elevate, says the RDR and platform debates are now less about value and more about price, price, price...

clock 25 November 2010 •

Your profession

IFAs growing business despite recession

Almost a quarter of IFAs say they are growing their businesses and have increased profitability compared to just 15% in June.

clock 22 November 2010 •

Regulation

Seven in ten IFAs see RDR as 'great opportunity'

The vast majority of independent advisers see the RDR as a 'great commercial opportunity', although more onerous CPD and record-keeping requirements remain a concern, research suggests.

clock 19 November 2010 •

Wrap/platforms

Adviser concern on Macquarie platform demise

An IFA has expressed concerns the closure of Macquarie's wrap platform could affect his relationship with new clients.

clock 17 November 2010 •

Your profession

FSA outlines rules on paying adviser fee via platform cash account

The FSA will allow platforms to facilitate the collection of adviser charges, but says this must be done to the same standard as product providers.

clock 17 November 2010 •

Wrap/platforms

Platform paper: Independent firms can use single platform 'for most clients'

Advisers who wish to be independent post RDR can use a single platform for the 'majority' of their clients if it is in their best interests, the FSA proposes today.

clock 17 November 2010 •

Wrap/platforms

Platform paper: FSA bows to supermarkets on rebates

The FSA today said in its long-awaited consultation paper platforms can continue to receive rebates from fund managers.

clock 17 November 2010 •
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