Firms think they fall outside of platform definitions and can therefore retain fund manager payments.
Money Marketing investigates the myriad ways platforms are administering rebates in the new supposedly ‘transparent’ RDR world.
The comparison tool will be free to advisers and sold to providers.
Investment arm is a 50/50 owned joint venture between Henderson and Intrinsic
Huge discrepancies highlight the “utterly confusing world which consumers have been ushered into”.
Advisers need to ensure they are meeting their clients’ demands when it comes to communicating and interacting and increasingly this means using the latest technology.
Last year saw offshore bonds written on platforms double and they are likely to account for 50% of sales by the end of 2015.
A Government initiative to improve competition could be extended to financial services and could prove a real benefit in helping advisers with pension and investment transfers
Cofunds and Aegon changes see a return to focus on cost in the advised platform market.
Chief executive Ian Gorham says currently around 80 per cent of assets go into preferential deals.
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Standard Life is not the cheapest option but good service costs money.
Skandia’s new Wealth Select service has attractions for advisers looking to de-risk their business but it feels a little like a business in transition
CarbonFin Outliner is a simple tool that lets you build an outline of anything in a logical and structured pattern.
An expected change of software provider and improving functionality means the Fidelity owned platform will remain a powerful force.