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Platforms
News 24 Sep 18
Platform woes prompt adviser rethink for key clients
Protecting high-paying clients from disruption is a priority for IFAs
Overhauling the UK investment platforms market
AJ Bell boss calls for more disclosure, guidance, transparency and the removal of a ban
UK wealth manager eyeing £2bn sale
True Potential works with around 20% of UK advisers
Manulife eyes robo-advisor adoption
Platform to help firm’s clients with asset allocation and fund selection
News 30 Aug 18
Saunderson House sale U-turn weighs on profits
Parent company IFG Group sets aside £2m to address legacy issues and to retain advisers
Gallery 23 Aug 18
Five tech risks wealth managers can turn into opportunity
Wealth managers need to look at ways of embracing technology rather than viewing it as a threat
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Royal London AM intermediary inflows increase 33%
Funds under management reach £117bn
Charles Stanley shifts platform fees up closer to Hargreaves
D2C investment platform had been considered one of the industry’s cheaper offerings
Analysis 9 Aug 18
Advisers frustrated by platform switching
UK regulator worried that established clients are stuck on expensive legacy platforms
Best Practice | Analysis 9 Aug 18
Technology can make or break adviser/client relationships
Clunky technology “almost always reflects badly on the adviser”
