This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.


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.


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.

Comments (11)


'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.


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.

Comments (1)

Ian Taylor

Transact cuts platform charges

19 January 2015 12:08 pm | By Tom Selby

Transact has set out plans to cut platform charges following a review of its pricing structures.

Comments (1)


UK and US to test cyber attacks on banks

16 January 2015 8:31 am | By Tessa Norman

Attacks to be tested on Bank of England in new joint defence against cyber crime. 

Comments (1)

Spotlight on charges 700x450.jpg

Ascentric unveils new charging model and cuts fees

15 January 2015 2:06 pm | By Sam Brodbeck

Royal London-owned platform Ascentric has introduced a new “inclusive” charging structure.

Comments (1)


Former Transact marketing head Malcolm Murray joins London & Capital

15 January 2015 1:53 pm | By Tom Selby

Former Transact head of marketing Malcolm Murray has joined wealth management firm London & Capital as a consultant.


Hargreaves under fire over 'portfolio transfer delay'

15 January 2015 1:00 pm | By Michael Berry

Hargreaves Lansdown took four months to transfer a portfolio to another platform, but is refusing to compensate the client’s adviser for hours spent chasing them up, the adviser claims. 

Comments (6)

Old Mutual Wealth 2014

Old Mutual Wealth launches adviser-led self service option

15 January 2015 10:02 am | By Sam Brodbeck

Service developed to ease adviser fears of execution-only exodus.


Nucleus appoints client relations director from Transact

14 January 2015 2:03 pm | By Tessa Norman

Adam Baker joins Nucleus after 14 years at Transact. 


Fidelity recruits former TD Direct chief ahead of brokerage launch

14 January 2015 10:15 am | By Andrew Knight

Welch appointment to continue Fidelity drive for UK brokerage exposure.


Thorman to depart as Royal London completes Ascentric purchase

13 January 2015 1:54 pm | By Michael Berry

Royal London has bought the remaining shares in Ascentric from the platform’s founders and management as chairman Hugo Thorman gets ready to depart.


Iress appoints account management head from Intelliflo

8 January 2015 10:59 am | By Tessa Norman

Paul Chedzey joins technology provider in newly-created role. 

Comments (1)

Ian Taylor

Transact prepares for float after sale falls through

7 January 2015 3:17 pm | By Tessa Norman

Flotation is most appropriate exit strategy for the business, says CEO Ian Taylor. 

Comments (5)

Trail cover 700x450.jpg

Cofunds hands advisers Q3 2015 sunset clause comms deadline

15 December 2014 4:41 pm | By Sam Brodbeck

Platform will convert unresponsive investors by February 2016. 


SEI appoints commercial director from Cofunds

12 December 2014 11:43 am | By Tessa Norman

Martin Steer was previously head of commercial finance at Cofunds. 


Nucleus compensates hundreds of customers after technical glitch

11 December 2014 11:25 am | By Tessa Norman

Technology upgrade resulted in a series of trades being affected. 


Nutmeg to launch personal pension

11 December 2014 | By Sam Brodbeck

Pension will be administered by Hornbuckle, with launch early next year.


Berkeley Burke demands suitability report for client transfers

10 December 2014 3:25 pm | By Sam Brodbeck

Sipp provider changes process after FCA visit.

Comments (2)


F&TRC adds trail switch-off tool

10 December 2014 11:46 am | By Tessa Norman

Tool aims to help advisers compare providers’ approaches to turning off trail commission. 

Comments (3)


Nutmeg to launch personal pension

8 December 2014 8:30 am | By Sam Brodbeck

Pension will be administered by Hornbuckle, with launch early next year.


Old Mutual: Fund mergers will trigger clean share class conversion

1 December 2014 12:03 pm | By Sam Macdonald

Old Mutual Wealth is to convert clients into clean share classes automatically where they are invested in funds that merge following guidance from the FCA.


Chris Gilchrist's FiveWays links with Parmenion for new proposition

28 November 2014 9:25 am | By Sam Macdonald

Chris Gilchrist’s FiveWays Financial Planning has teamed up with discretionary model platform provider Parmenion for the launch of its new investment proposition.


Axa Wealth scraps pension platform charges

26 November 2014 11:37 am | By Sam Brodbeck

New flexible drawdown product due to launch.

Comments (2)


Nucleus rolls out annuity portal after pilot

25 November 2014 2:46 pm | By Sam Macdonald

Adviser-owned wrap Nucleus has launched it annuity portal to the wider market on its platform following a pilot.


Square Mile partners with Cofunds for fund research

25 November 2014 12:25 pm | By Michael Berry

Square Mile has partnered with Cofunds to offer fund research.


Telegraph defies own exit fees campaign with D2C wrap

25 November 2014 10:20 am | By Sam Macdonald

The Daily Telegraph appears to have gone against its own editorial stance on exit charges by charging transfer fees on its new direct platform proposition.

Comments (4)


Santander to launch D2C platform

24 November 2014 9:05 am | By Natalie Holt

Bank is reportedly looking at platform launch next year for new and existing customers.

The Platforum hosts Female Investment Forum

20 November 2014

The Platforum is hosting its annual Female Investment Forum to bring together women from across financial services to network and discuss their perspective on the world of investment.


Intelliflo replaces Nick Eatock as chief exec

18 November 2014 2:08 pm | By Tom Selby

Hamish Purdey replaces Nick Eatock, who has been named executive chairman, in the role.


Axa Elevate COO Andrew Smith returns to Nucleus as CTO

17 November 2014 1:39 pm | By Michael Berry

Former Axa Elevate chief operating officer Andrew Smith is returning to Nucleus as chief technology officer.

Comments (1)


The Platforum hires Fidelity's Rohit Vaswani

12 November 2014 9:27 am | By Natalie Holt

Vaswani joins The Platforum as head of adviser distribution relationships after seven years at Fidelity.


Ulster Bank fined £2.7m for 'unacceptable' IT failings

12 November 2014 8:45 am | By Michael Berry

RBS subsidiary Ulster Bank has been fined for IT failings that left 600,000 customers without essential services for a month,


F&TRC launches adviser charging comparison tool

11 November 2014 3:22 pm | By Tessa Norman

Free online tool allows advisers to compare various platforms and providers’ approaches to adviser charging. 


IFDS appoints director of product innovation

10 November 2014 10:17 am | By Tessa Norman

Philip Goffin joins from Calastone to take up newly-created role. 


Platforms: We must do more to help advisers on due diligence

7 November 2014 11:42 am | By Tessa Norman

Major platforms say they need to be more open and consistent in the information they give advisers. 

Comments (1)


Ascentric makes two senior hires from Axa

5 November 2014 12:29 pm | By Sam Macdonald

Royal London-owned wrap Ascentric has appointed two senior Axa Wealth staff to head up its institutional sales and business development arms.

Richard Bradley - 700

Platform price squeeze could lead to poor service

31 October 2014 11:04 am | By Michael Berry

Advisers are increasingly picking platforms based on cost, creating a risk of poor quality service instead of value for money, The Platforum says.

Comments (1)


Platforms raise concerns over Iress data loss

31 October 2014 8:42 am | By Tessa Norman

Data loss issues with Iress’s back office system have been left unresolved for over a year.

Fund Data

Editor's Pick


Do you think the Budget guidance service will be up to scratch by April?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments