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Wrap and Technology

News

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Institutional platforms seek exemptions from FCA rules

24 April 2014 | By Sam Macdonald

Firms think they fall outside of platform definitions and can therefore retain fund manager payments.

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Under the bonnet: The new 'transparent' world of platform rebates

17 April 2014 8:30 am | By Michael Glenister

Money Marketing investigates the myriad ways platforms are administering rebates in the new supposedly ‘transparent’ RDR world.

Comments (2)

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F&TRC to launch auto-enrol and protection comparison service

17 April 2014 | By Samuel Dale

The comparison tool will be free to advisers and sold to providers.

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Old Mutual could buy out Henderson in Intrinsic joint venture

17 April 2014 | By Michael Glenister

Investment arm is a 50/50 owned joint venture between Henderson and Intrinsic

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Opinion

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New platform world appears anything but clean and simple

22 April 2014 | By Paul McMillan

Huge discrepancies highlight the “utterly confusing world which consumers have been ushered into”.

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Ian McKenna: Advisers are not immune from the rise of online

17 April 2014

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.

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Simon Willoughby: What is behind the boom in platform offshore bond sales?

16 April 2014

Last year saw offshore bonds written on platforms double and they are likely to account for 50% of sales by the end of 2015.

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Ian McKenna: The Govt data scheme that could shake up pensions switching

7 April 2014

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

Comments (1)

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Holly Mackay: Aegon and Cofunds kick off new platform price war

2 April 2014

Cofunds and Aegon changes see a return to focus on cost in the advised platform market.

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More Opinion

Gadgets

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Gadget of the fortnight: CarbonFin Outliner

17 April 2014

CarbonFin Outliner is a simple tool that lets you build an outline of anything in a logical and structured pattern.

More Gadgets

Platforum Conference

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Hargreaves Lansdown: Vast majority of fund groups will offer us deals

31 October 2013 9:30 am | By Sam Macdonald

Chief executive Ian Gorham says currently around 80 per cent of assets go into preferential deals.

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Analysis

Platform Focus: Standard Life

24 April 2014

Standard Life is not the cheapest option but good service costs money.

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Platform Focus: Skandia

17 April 2014

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

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Gadget of the fortnight: CarbonFin Outliner

17 April 2014

CarbonFin Outliner is a simple tool that lets you build an outline of anything in a logical and structured pattern.

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Platform focus: FundsNetwork

10 April 2014

An expected change of software provider and improving functionality means the Fidelity owned platform will remain a powerful force.

More Analysis

Fund Data

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