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wrap platforms

Wrap/platforms

IFDL selects Bravura Solutions as back office technology provider

Investment Funds Direct Limited (IFDL) has selected Bravura Solutions as its preferred back office technology partner.

clock 04 July 2013 •

Wrap/platforms

Standard Life integrates portfolio analyser tool with platforms

Standard Life has integrated its portfolio analyser tool with its platform propositions and made a number of enhancements to the tool on Adviserzone.

clock 04 July 2013 •

Wrap/platforms

Why wait? What is pre-funding and what are its benefits?

WHY WAIT?

clock 04 July 2013 •

Pensions

SIPPS: A conflict of interest?

How platforms retain interest payments gained from client bank accounts has come under fire, yet many SIPP providers do the same practice. Fiona Murphy asks how this affects the SIPP market.

clock 03 July 2013 •

Wrap/platforms

Majority of new business expected to be in clean share classes within 12 months

The majority of adviser firms anticipate placing more than 75% of new assets in clean share classes, according research carried out by AXA Wealth.

clock 28 June 2013 •

Technology

The growth of D2C platforms

Natanje Holt asks whether the growth of the D2C platform market is one benefit from RDR

clock 25 June 2013 •

Tax Planning

HMRC clarifies rebate tax position after provider demands

HM Revenue & Customs (HMRC) issued a number of clarifications on the updated tax rebate position following requests from providers.

clock 19 June 2013 •

Wrap/platforms

Cofunds appoints head of operations

Cofunds has appointed Matt Benson as the head of operations.

clock 18 June 2013 •

Wrap/platforms

Momentum Factor Series added to Standard Life

Momentum Global Investments Management's Factor Series fund range is now available via the Standard Life Wrap and Fundzone.

clock 18 June 2013 •

Wrap/platforms

HMRC clarifies CGT rules for clean share class transfers

Capital gains tax (CGT) charges will be rolled over until disposal when switching to clean share classes, under new rules introduced by HM Revenue & Customs (HMRC).

clock 13 June 2013 •
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