Platforms
Platforms are dead, says The Lang Cat boss
Platforms have spurned the gift of the retail distribution review (RDR) and are dead, according to Mark Polson, founder of financial services consultancy The Lang Cat.
Ex-Platforum head signs Fidelity and Bravura to own consultancy
Former Platforum head Heather Hopkins has launched a research and consulting business.
Best Practice | 19 Feb 18
Nucleus launches capital gains tool
UK adviser-built wrap platform Nucleus has launched a capital gains tax (CGT) tool, Narrate CG.
Best Practice | 14 Feb 18
7IM launches decumulation service for advisers
Seven Investment Management has launched a retirement planning service to help advisers in the UK look after clients at, and nearing, retirement.
SEI Wealth Platform adds £10bn assets in 2017
SEI Wealth Platform increased assets under administration by £9.3bn to £41.4bn ($57.6bn, €46.7bn) in 2017, its parent company has reported.