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wrap platforms

Wrap/platforms

AJ Bell enhances platform product range

AJ Bell has added 70 exchange traded funds (ETFs) and investment trusts to its Sippcentre platform Regular Investment Service.

clock 22 July 2013 •

Wrap/platforms

Majority of inflows on Axa Elevate go into clean share classes

The percentage of assets going into clean share classes on the Axa Elevate platform has reached 56%, having more than doubled since the start of the year.

clock 19 July 2013 •

Wrap/platforms

Nucleus reviews structure after conflicts of interest changes

Nucleus has placed the ownership structure of the wrap under review in light of adviser charging rules concerning potential conflicts of interest.

clock 18 July 2013 •

Regulation

How much due diligence is enough?

DUE DILIGENCE

clock 18 July 2013 •

Investment

Standard Life's Dow: The winners & losers in 'super clean' world

Standard Life's Dow: The winners & losers in 'super clean' world

clock 15 July 2013 •

Wrap/platforms

Standard Life Wrap prepares for 'super-clean' roll out

Standard Life Wrap is moving to a new technology interface which will go live to more than 1,200 adviser firms from 22 July.

clock 15 July 2013 •

Wrap/platforms

Axa Wealth adds 1,000 clean share classes to execution-only platform

Axa Wealth has added 1,000 clean share class funds to its execution only platform, Axa Self Investor.

clock 15 July 2013 •

Wrap/platforms

Nucleus slashes charges on some HNW portfolios

Nucleus is cutting charges for clients with larger portfolios from 1 November.

clock 11 July 2013 •

Wrap/platforms

Lighthouse Group rolls out Zurich platform

Lighthouse has rolled out the Zurich retail platform across its national advice business.

clock 08 July 2013 •

Wrap/platforms

Nucleus hails 'sustained' profitability after record six months

Nucleus Financial CEO David Ferguson has said he believes the wrap has hit "sustained profitability" after it posted record first-half profits.

clock 05 July 2013 •
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