Platforms

  • Price war on cards as FMs turn to restricted

    Price war on cards as FMs turn to restricted

    Further unintended consequences of the RDR may be a price war over discounts on active funds and a shift towards restricted offerings, according to a recent study commissioned by International Financial Data Services.

  • 14 new names added to Alliance Trusts platform

    14 new names added to Alliance Trusts platform

    Alliance Trust Savings has added 14 fund managers to its investment platform, growing the number of clean share class funds to more than 2,000 ahead of its target.

  • Praemium model portfolio platfrom

    Praemium model portfolio platfrom

    Praemium has bolstered its discretionary capabilities with two senior hires.

  • pa opinion cofunds revenue sources

    pa opinion cofunds revenue sources

    For a business that does not give investment advice, does not design or manage portfolios, does not make asset allocation decisions and does not run any money, Cofunds has an extraordinary influence on the rest of the UK investment world.

  • standard life super clean platform fund pricing

    standard life super clean platform fund pricing

    Schroders and Threadneedle are among the first group of fund houses to offer ‘super clean’ share classes to advisers through the Standard Life platform.

  • Transact named best platform

    Transact named best platform

    Investment platform pricing continues to be a prominent factor in adviser platform selection but functionality remains key, CoreData Research has found.

  • Nearly half of advisers already scrutinising

    Nearly half of advisers already scrutinising

    Almost two-thirds of advisers will carry out further platform due diligence following the FCA’s platform paper, and of those 44% have already started to do so.

  • pa analysis deloitte platform meaningless

    pa analysis deloitte platform meaningless

    The latest comment on the investment industry's consolidation has been targeted at platforms, with Deloitte suggesting a drastic reduction in the number of providers by 2018.

  • Clean share classes to attract majority of assets

    Clean share classes to attract majority of assets

    The majority of advisers believe at least 50% of all new platform business will be directed into clean share classes over the next 12 months.

  • Raymond James adds bundled pricing

    Raymond James adds bundled pricing

    Raymond James has announced an additional bundled pricing model for its administration platform, which it believes enables wealth managers to segment their client base and manage portfolios for various clients through one platform.

  • Platform competition hots up

    Platform competition hots up

    The largest platforms have lost 20% of their market share over the past three years with the top five now accounting for 70% of total platform business, compared to 90% in 2010.

  • Platform paper puts consumers in the driving seat

    Platform paper puts consumers in the driving seat

    Ian Sayers, director general of the AIC, has welcomed the FCA's long-awaited rules outlining how platforms can be paid going forward.