Platforms / wraps
14 May 2012
Wealth manager Ashcourt Rowan has appointed Cofunds to power its adviser platform proposition.
11 May 2012
Four major fund houses have joined forces with technology provider IFDS to white-label enhanced online propositions for their existing direct customers ahead of RDR.
11 May 2012
Standard Life will roll out RDR-friendly charging structures across its key retail product lines this year, in a move which will see the provider pass fund manager rebates back to new clients on its fund supermarket, FundZone.
26 April 2012
Adviser firm Dennehy Weller & Co has launched a research-based fund platform for self-directed investors.
02 April 2012
Fidelity FundsNetwork has become the first supermarket to launch an unbundled pricing model.
09 March 2012
Skandia UK has revealed plans to offer advisers the chance to co-brand the platform, as well as expand the range of services customers can directly access on its platform, amid a fall in profits.
27 February 2012
M&G Investments is considering launching both a 0.75% and a 1% AMC share class as it positions its fund range ahead of the Retail Distribution Review (RDR).
22 February 2012
Barclays Stockbrokers has partnered with Fidelity FundsNetwork to launch an enhanced version of its platform.
16 February 2012
Terry Smith, the City veteran and founder of low cost fund management group Fundsmith, has attacked platforms in the UK for adding to the overall cost of investing in funds.
16 February 2012
Axa Wealth has seen assets under management climb to almost £19bn in 2011 despite the turbulent market.
16 February 2012
Nucleus is launching a white label, execution-only platform in Q3 which will help advisers build and market a direct wrap proposition for clients.
15 February 2012
Cofunds head of commercial, Russell Lancaster, says clean share classes represent the ultimate in transparency.
09 February 2012
The Tax Incentivised Savings Association (TISA) has completed the initial stages of its platform re-registration project, and a contract club will now have responsibility for delivering electronic transfers.
22 December 2011
The platform market has undergone permanent change this year. Regulation and, more specifically, charging rules helped carve out a new platform landscape.
16 December 2011
The FSA’s understanding of the platform industry has again been called into question after it sent an “odd” questionnaire to operators quizzing them on their relationship with fund managers.
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Features
How do you ensure the platform you choose is not going to fail. Maria Merricks reports.
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