Platforms
Most IFAs tweak business models ahead of ‘sunset’ deadline
The majority of UK-based advisory firms receive most of their recurring revenue from fees, a sure sign that many have made significant changes to their business models in the run up to next year’s ‘sunset’ deadline.
Rowan Dartington sale to SJP to boost Ardan appeal
Rowan Dartington’s acquisition by UK wealth manager St James’s Place for £34m in cash will boost the appeal of its platform, Ardan International, to financial advisers and help expand its business in Asia, the company’s chairman said.
Generali Int’l adds Guinness products to direct fund range
Generali International has added two Guinness funds to its direct fund range.
Panning for gold: Platform view with Hargreaves Lansdown
Platforms must adapt if they are to prosper in the new gold rush heralded by the chancellor’s pension reforms.
Advisers fear self-select services and investment platforms
Financial advisers see self-select websites and direct investment platforms as their greatest competition going forward, a new poll has revealed.