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Platforms
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”
News 1 Aug 18
AFH Group boss calls platforms ‘dead weight’ as he scraps fees
UK investment management company AFH Group has blasted platforms as too expensive and announced the company will be absorbing fees for new clients and scrapping them for existing clients.
Discretionary permissions on the slide at Nucleus
Adviser interest in obtaining discretionary permissions on the Nucleus platform has slumped, it has revealed.
Investment | News 24 Jul 18
Transact funds hit £32bn as outflows pick up
Total funds at newly-listed platform Transact hit £32bn over its third quarter reporting period despite seeing higher outflows.
