Should advice firms set up in-house investment platforms?
Developing and maintaining one can be ‘expensive’
Sipp operator enters administration
After it sold off trustee arm and self-invested personal pension assets to Platform One
Wrap platform buys trustee firm and Sipp assets
Taking its assets under administration and on technology to £2.7bn
Best Practice | 23 Nov 17
Analysis: Advisers assemble to battle Brexit
Collaboration between advisers in the UK and Europe will be key post Brexit, with the EFPA’s first initiative being to ensure that IFAs will be able to convert their UK qualifications into European diplomas.
Best Practice | 24 Oct 16
Platform One partners with Feifa
Platform One, the UK and international wrap service provider, has joined the Federation of European Independent Financial Advisers (FEIFA) as a partner.