Platforms
Advisers frustrated by platform switching
UK regulator worried that established clients are stuck on expensive legacy platforms
Best Practice | 9 Aug 18
Technology can make or break adviser/client relationships
Clunky technology “almost always reflects badly on the adviser”
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 | 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.