Platforms attempting to dodge the cash rebate ban by paying consumers units in a cash fund would be acting in an 'incredibly foolish' manner and going against the spirit of the rules, Fidelity has warned.
The move to post-RDR share classes is still causing consternation for some platforms. Henry Brennan finds out what they need from the regulator to move forward...
Direct platforms - all the rage since the start of the year - need not be seen as the enemy by advisers. In fact, quite the contrary, writes Mark Polson...
Other Wrap/platforms articles
Allfunds Bank has appointed former Calastone director Anna Graziano as head of operations and propositions, representing the final hire for the management team headed by Stephen Mohan.
The Financial Conduct Authority (FCA) has said platforms need to do more to incorporate re-registration and has issued a warning over exit fees.
Contrary to popular belief, price should be the last factor to consider when it comes to platform due diligence. So, where to start?
The skill of active fund managers "adds real value" to investors, but the market may need to improve at identifying that skill quicker, according to Investment Management Association (IMA) chief executive Daniel Godfrey.
The D2C market is rapidly expanding but advisers have, so far, been reluctant to dive into execution only. Henry Brennan asks why and finds out if things are changing…
Chelsea Financial Services is cutting its headline annual charge from 0.5% to 0.4% from 6 April, as it moves to compete with rivals in the direct to consumer (D2C) space.
Prudential UK has struck a deal with technology provider IRESS to use its XPlan wealth management platform for its 300-adviser restricted advice proposition.
Investors suing Capita for compensation over the failed Arch Cru fund range are writing to up to 40 wraps and platforms asking them to pass on details of their action to clients who were also invested in the collapsed funds.
Could the intense price war among D2C platform providers spill over into the advised space? Henry Brennan finds out what it could mean for long term sustainability
The chosen charging structure of a platform can tell you a lot about its future strategy – and its current priorities.
Charles Stanley has rolled out its Collectives Portfolio Service to five platforms.
Aegon's UK business has reported a £5m fall in earnings before tax for the final quarter of last year, which it said is the result of a £7m spend on technology including on a non-advised platform.
Aviva's Phil Ralli asks: Why should life companies apologise for surviving for so long?
Most read articles
Most commented articles
Job of the week