06 Mar 2018 Why the sudden craze for platform floats?
With Embark confirming it is following Transact and AJ Bell and Nucleus reported to being thinking similarly, Tom Ellis looks at the sudden bout of floatation fever...
// Articles & Mentions
Date
05 Mar 2018 Risk rating discrepancies must be tackled ‘head on’
Active ahead at year-mark in ‘Wealth-Off’ experiment. Discrepancies in risk profile ratings need to be tackled "head on"...
22 Feb 2018 AJ Bell plans stockmarket float
Adviser and D2C platform AJ Bell (oversees £30bn of advised & D2C assets) is building plans to go public following rival Transact, according to reports....
22 Feb 2018 Divided but conquering? A deep dive into the DFM market
DFM continue to grow in assets in the adviser community, MM has cast new light on the market’s impact on planning....
18 Feb 2018 MiFID II tapes: ‘We get the regulation we deserve’ on risk
In the second part of the Mifid II tapes, our three experts address to problems with risk calculations on Key Information Documents (Kids)....
15 Feb 2018 Fundscape report: 10 facts about the platform market in 2018
Read the ten key conclusions from Fundscape's report on the state of platforms....
14 Feb 2018 Pensions dominate sales – platforms attract £55bn in 2017
The platform market saw the majority of its £55bn net sales flow into pension products in 2017....
13 Feb 2018 Third of soaring platform assets run by advisers
Total assets held on UK investment platforms increased by 21% in 2017, according to data compiled by Fundscape....
09 Feb 2018 All the winners at the Professional Adviser Awards 2018
Professional Adviser Awards - Harpsden Wealth Management and Premier Asset Management emerged as multiple winners...
09 Feb 2018 Revealed: All the winners at the Professional Adviser Awards 2018
Harpsden Wealth Management and Premier AM emerged as multiple winners at the 2018 Professional Adviser Awards....
23 Jan 2018 Mifid II exposes ‘charging grubbiness’ of top 20 funds
Some of the biggest names in UK retail are charging investors nearly double the ongoing charges figure of their funds....
28 Dec 2017 2017 reloaded: Our 10 most important platform articles
Professional Adviser takes a look back at the 10 most important platform articles of the last 12 months....
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