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wrap platforms

Wrap/platforms

Adviser research overlooks re-registration option

Only 3% of advisers look for a re-registration option when researching wrap platforms, according to figures from Capita Financial Software.

clock 13 June 2013 •

Wrap/platforms

Novia adds three Dodge & Cox funds

Wrap platform Novia has today added three funds from San Francisco-based investment manager Dodge & Cox.

clock 12 June 2013 •

Wrap/platforms

Advisers with all assets on platform up 25% last quarter

The number of intermediaries placing all their business on platforms in first-quarter 2013 rose 25% compared with fourth-quarter 2012, according to research released today.

clock 12 June 2013 •

Technology

Re-registration - where are we now?

Paul Pettitt looks at where the industry is with re-registration of assets and where it could be by the year-end.

clock 11 June 2013 •

Investment

Architas introduces 0% AMC offer on passive fund range

Architas has introduced a new charging option for its range of risk-rated passive investment funds.

clock 10 June 2013 •

Wrap/platforms

Platforms need 'sense check' on compliance - Addidi

Platforms have adopted a lot of new and unnecessary regulatory processes and need to step back and take a "sense check", according to one wealth planner and chief executive.

clock 07 June 2013 •

Wrap/platforms

How to communicate the true cost of platforms to clients

PLATFORMS

clock 30 May 2013 •

Wrap/platforms

They're back! Enter your firm for the 2013 UK Platform Awards

Advisory firms who have achieved excellence in running a platform-enabled business or practice are being invited to submit entries for the prestigious annual Aberdeen UK Platform Awards.

clock 29 May 2013 •

Wrap/platforms

Nucleus selects Origo for re-reg

Wrap Nucleus has selected Origo's Options Transfers solution to power its re-registration and asset transfer proposition.

clock 15 May 2013 •

Wrap/platforms

Skandia acts to speed up re-registration

Skandia has taken a number of steps to speed up re-registration processes with platforms that are currently unable to handle automated re-registration.

clock 13 May 2013 •
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