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7IM offers direct platform for orphan clients

17 April 2015 12:03 pm | By Tessa Norman

Wealth manager says there is demand for a direct service from orphan clients. 

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Private equity firms circle £100m 7IM

16 April 2015 12:00 pm | By Tessa Norman

Wealth manager set to be valued at £100m, Money Marketing understands.

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Nucleus reports 67% jump in profits to £2.5m

15 April 2015 12:00 pm | By Tessa Norman

Assets under administration reached £8bn at the end of December. 

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Peter Hargreaves steps down from HL board

14 April 2015 11:57 am | By Sam Brodbeck

Co-founder exits firm after 34 years but remains a major shareholder.

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Pru in talks with Bravura over UK platform launch

9 April 2015 1:30 pm | By Tom Selby

Pru spokesman says the offering is unlikely to be unveiled until the end of 2015.

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Novia updates platform for pension freedoms

7 April 2015 2:25 pm | By Sam Brodbeck

£62.50+VAT a year to enter flexi-access drawdown or to make UFPLS payments.

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FCA: We will not constrain industry on pension freedoms

2 April 2015 1:30 pm | By Sam Brodbeck

Regulator finds firms developing D2C business limiting customer options.

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Transact reports £17.8m profit as assets grow 20%

1 April 2015 1:41 pm | By Tessa Norman

The platform’s assets under administration reached £17bn in September. 

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Pensions Institute director unveils modelling tool

27 March 2015 1:00 pm | By Sam Brodbeck

Pensions Institute director David Blake launches stochastic software for advisers.

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Cofunds reports 83% rise in profit but misses revenue target

27 March 2015 11:38 am | By Tessa Norman

Platform says a business of its scale should be generating more profit. 

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FCA issues warning over 'complex' pension freedoms products

26 March 2015 9:03 am | By Sam Brodbeck

Regulator finds firms developing D2C business limiting customer options

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True Potential launches savings dashboard for pension freedoms

11 March 2015 9:01 am | By Sam Brodbeck

True Potential has launched a pension and savings dashboard to help advisers plan and manage client assets.

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Charles Stanley in talks over securities arm sale

10 March 2015 12:07 pm | By Beth Brearley

Charles Stanley is in talks to sell its securities division, with a US firm set to take ownership.

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Standard Life slashes drawdown charges

5 March 2015 12:21 pm | By Mark Sands

Standard Life is axing set up and depletion charges for customers in drawdown.

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FNZ UK chief Martin Jennings to exit

4 March 2015 3:20 pm | By Mark Sands

The UK and Europe chief executive of platform technology firm FNZ is set to depart by 2016.

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Praemium acquires Plum Software for £1m

4 March 2015 2:52 pm | By Tessa Norman

Plum Software serves financial advice market.  

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Aon launch marks 'fundamental realignment' of DC pensions market

3 March 2015 5:54 pm | By Sam Brodbeck

Bigblue scheme will cater to active, deferred and retired members.

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Strawberry Invest launches managed portfolios service

25 February 2015 11:01 am | By Philip Scott

Direct-to-consumer platform Strawberry Invest has launched a managed portfolios service which investors can access provided they pay in £100 a month.

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Wealth managers and IFAs under threat by tech upheaval

23 February 2015 3:29 pm | By Michael Berry

Asset managers are unlikely to be blown away by technology’s winds of change, but advisers and wealth managers may not be as lucky, Create-Research says. 

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Nutmeg sets personal pension charges starting at 0.3%

23 February 2015 10:25 am | By Sam Brodbeck

Discretionary manager launches personal pension with £5,000 minimum investment.

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Standard Life pays out £17m refund to with-profits fund

20 February 2015 8:53 am | By Natalie Holt

Provider is also expecting to annuity profits this year to fall by up to £15m.

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Platform Action appoints David Child non-exec chair

19 February 2015 12:13 pm | By Sam Brodbeck

Child was formerly managing director of 1st Exchange.

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'Massive disparity' in pension modelling tools risks confusing customers

17 February 2015 1:19 pm | By Sam Brodbeck

Investment returns range from below 1.5 to 7 per cent.

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Banks and financial firms hit by $1bn cyber attack

16 February 2015 8:50 am | By Natalie Holt

Large amounts of cash were transferred in attack that is “still very much active”.

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FTSE launches annuity index

12 February 2015 9:33 am | By Sam Brodbeck

Daily series tracks value of pension savings against annuity prices.

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Just 2% of customers take up pensions guidance, warns Royal London

12 February 2015 9:01 am | By Sam Brodbeck

Chief executive Phil Loney says the pension reforms risk “becoming an infamous example of political bungling”.

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The changing shape of distribution: Are new models sustainable?

12 February 2015 8:30 am | By Tessa Norman

As consolidation changes the shape of the advice market, experts are questioning whether clients’ interests are being lost in the battle for assets.  

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Ex-L&G platforms director Danny Wynn joins Fidelity

10 February 2015 12:59 pm | By Sam Brodbeck

Danny Wynn appointed head of fund partners.

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Novia launches client-facing portal

5 February 2015 10:12 am | By Tessa Norman

Portal can be white-labelled by advisers and is mobile and tablet-friendly. 

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Pressure grows over exit fees after TD Direct pricing shift

5 February 2015 9:30 am | By Tom Selby

Execution-only broker TD Direct Investing has scrapped exit fees as part of an overhaul of its pricing structure.

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Hargreaves Lansdown profits hit by platform fee cut

4 February 2015 8:55 am | By Sam Brodbeck

But assets under administration hit record £49.1bn

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Ex-Burns Anderson chief appointed head of sales at new Novia platform

3 February 2015 1:47 pm | By Sam Brodbeck

International platform Novia Global due to launch in Q2.

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TD Direct scraps exit fees in pricing overhaul

3 February 2015 8:12 am | By Tom Selby

Execution-only broker TD Direct Investing has scrapped exit fees as part of an overhaul of its pricing structure.

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Charles Stanley sees 7% rise in group AUM

30 January 2015 11:39 am | By Philip Scott

Total client funds are up 2 per cent year-on year to £20.5bn.

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Standard Life targets pension freedoms with retirement-focused DFM launch

29 January 2015 10:31 am | By Tom Selby

Standard Life Wrap has launched a retirement-focused DFM offering for advisers as the platform looks to boost its pension offering following the Budget reforms.

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What lies beneath: FCA to probe platform tech as firms eye major upgrades

29 January 2015 8:30 am | By Tessa Norman

Money Marketing  examines the challenge ahead for platforms which need to take on an increasing number of investors while avoiding falling prey to a technology crash.

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Tisa appoints former FundsNetwork boss as director general

22 January 2015 8:33 am | By Tom Selby

Industry trade body Tisa has named former Fidelity FundsNetwork boss David Dalton-Brown as director general.

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Report lays bare model portfolio due diligence concerns

21 January 2015 10:30 am | By Michael Berry

It is impossible for IFAs to do whole-of-market analysis of models portfolios due to opaque and inconsistent data, a Lang Cat and CWC Research report argues.

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'Cradle to grave' target date funds could solve advice gap

21 January 2015 9:10 am | By Michael Berry

The first range of UK target date funds has been launched by the Axa Group and BirthStar.

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Intelliflo revamp boosts online contact between advisers and clients

21 January 2015 8:45 am | By Tessa Norman

Developments to Personal Finance Portal “mark a major change of direction” for the back-office provider.

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