EQ Investors’ ESG portfolios join Aviva platform
EQ Investors, the boutique wealth manager launched by Bestinvest founder John Spiers, has announced its range of ESG portfolios are now available on the Aviva platform.
Platforms
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FCA: Platforms’ best-buy lists favour affiliated funds
Best-buy fund lists compiled by direct-to-consumer platforms favour affiliated funds and those paying higher commission, research by the Financial Conduct Authority has found.
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PA ANALYSIS: Make-or-break time for The People’s Trust
Daniel Godfrey is on a charm offensive. With the initial public offering (IPO) of The People’s Trust pencilled in for 7 September, he is busy preparing to float the trust on two stock exchanges.
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Novia’s Vasilieff calls on FCA to ban exit charges
The FCA should ban exit charges and admin fees charged by restricted advisers and platforms for facilitating transfers, Bill Vasilieff, chief executive at investment platform Novia Financial says.
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PA ANALYSIS: Is the FCA barking up the wrong tree over platforms?
The Financial Conduct Authority wants to use the platform review to drive more competition in the asset management sector, but experts are asking whether it is looking in the wrong place.
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FCA to focus on ‘value for money’ in platform probe
The Financial Conduct Authority (FCA) has launched a review aimed at assessing whether investment platforms, including those offered by life companies, operate in the customer’s best interests.
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Nucleus slashes platform fee for wealthy clients
Nucleus is set to slash costs for high-value clients on its platform to meet demands for a “more competitive structure” for large portfolios.
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Vanguard direct-consumer platform a ‘step change in customer experience’
Vanguard’s new direct-to-consumer platform has been hailed as a potential threat to established investment-distribution giants, in research by Platforum.
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PA ANALYSIS: Are platforms facing an ‘existential crisis’?
As certain platform businesses boomed in Q1 with year-on-year sales over 30% higher, others posted huge losses, begging the question: are they facing an “existential crisis”?
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Allfunds to add ETFs as Mifid II looms
Allfunds Bank is adding exchange-traded funds (ETFs) to its investment platform in recognition of wealth management evolution following Mifid II.
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AJ Bell launches online hub to cut through due diligence confusion
AJ Bell has launched an online hub to help advisers and wealth managers navigate the tricky world of due diligence when choosing investment platforms.
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UBS targets mass affluent market with new wealth platform
UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.