Platforum research director Heather Hopkins and Money Marketing news editor Justin Cash discuss the top trends in platforms this year, from consolidation and costs to technology and teething troubles.
What will the impact be of Alliance Trust Savings’ announcement that it would be changing its charges? Alliance Trust Savings is the only adviser platform to offer a flat rate fee – meaning that regardless of the value of assets in the client’s portfolio each client is charged the same fee. Despite this straightforward charging […]
Hargreaves Lansdown and Transact have scooped the top prizes at the 2016 Platforum Awards. Based on over 10,000 financial adviser reviews, Transact came out on top as the best adviser platform over £10bn, the third year in a row it has won the award. Platforum research director Heather Hopkins says Transact’s success has been largely down […]
Standard Life says Elevate will continue to operate as a separate platform from its existing Wrap offering following adviser feedback. Standard Life’s acquisition of the former Axa platform completed earlier this month, with the deal creating the largest adviser platform by assets with combined assets under administration of £38.4bn as at the end of March. […]
Arguing that the eurozone crisis is over, watch Rob Burnett, head of European equities at Neptune, discuss the sectors that he’s investing in to harness the recovery.
In the video, Burnett addresses the following:
• The primary drivers of the eurozone’s economic recovery
• The turnaround in individual countries’ current accounts
• Sectors best positioned to harness the recovery, without offering undue exposure to risk
Emerging market equities have rebounded following several years of underperformance on both an absolute and relative basis, yet most investors remain pessimistic and are significantly underweight the asset class. Read the full article here
- Top trends
- Top trends
- Revealed: The FCA’s findings on ongoing advice
- How much are advisers charging for pension transfers?
- Lifetime allowance 2018/19 increase confirmed but pensions absent
- ATS staff departures continue as platform commits to improved adviser experience
- SJP trainee adviser banned and fined for faking qualifications
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Latest from Money Marketing
As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]