Platforms

Best Practice | 19 Feb 18

UK adviser-built wrap platform Nucleus has launched a capital gains tax (CGT) tool, Narrate CG.

Best Practice | 14 Feb 18

Seven Investment Management has launched a retirement planning service to help advisers in the UK look after clients at, and nearing, retirement.

Industry | 8 Feb 18

SEI Wealth Platform increased assets under administration by £9.3bn to £41.4bn ($57.6bn, €46.7bn) in 2017, its parent company has reported.

Best Practice | 2 Feb 18

To meet Mifid II’s so-called “10% depreciation rule”, Novia Financial is rolling out a solution for DFMs and advisers using its platform.

Best Practice | 26 Jan 18

Mifid II will kill the mistaken notion that all funds cost the same, Nucleus chief executive David Ferguson says.