Exciting times for online platforms
Business is booming for online wrap platforms as advisers re-engage with clients following the implementation of RDR, reports suggest.
Platforms
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almost half of advisers now use dfms
One third of advisers are planning to increase the number of client portfolios held on platforms as a result of RDR, research conducted by Investec Wealth & Investment (IW&I) found.
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Fund consolidation and concentration inevitable
The majority of investment professionals believe fund closures and consolidation across Europe will continue, according to research carried out by Cerulli Associates and The Platforum.
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Standard Life announces new head of platforms
Standard Life has appointed firm stalwart David Tiller as its first head of platform propositions.
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Novia switch indices due to rising costs
Wrap platform Novia has become the latest firm to ditch a leading indices supplier due to the cost of license fees.
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New appointments at Nucleus as firm expands
Nucleus has appointed three regional account managers as part of the expansion of its on the ground resources in the UK.
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advisers mulling platform switch after rdr
More than one-third of advisers are looking at switching platforms in the year after RDR comes into force, according to Aviva research.
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Cofunds confirms clean share class model
Cofunds has firmed up its unbundled pricing model which will see it list 1,700 clean share classes from 85 fund groups.
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pa analysis platforms are fantastic and the future
Platforms are key to how intermediaries run their investment businesses today and it is no surprise that their cost is seen as a key consideration of which ones they choose – but imagine how costly running investments would be without them.
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platform cost advisers chief consideration
Platform and fund manager costs trump considerations of the range of products available, tools and services, brand, ownership structure and ability to white label when it comes to advisers platform choice, according to CoreData Research.
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platform speed a priority say advisers
The speed at which new client applications are processed is of utmost importance to advisers when it comes to choosing a platform, according to a survey by independent financial research company Defaqto published today.
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Barclays relaunches platform proposition for IFAs
Barclays Stockbrokers has relaunched its platform proposition for UK intermediaries in the run-up to RDR.