24 Apr 2019 Transact assets grow 15% against uncertain backdrop
Transact parent company Integrafin reported its fund under direction (FUD) grew 15.7% year-on-year, despite an uncertain backdrop in Q1 2019. In the three months to 31 March 2019...
// Articles & Mentions
Date
21 Apr 2019 Company director? You could be at risk of fraud
Every three days a person complains to Companies House, the accounts register, that their personal details listed on its public website have been stolen by fraudsters....
18 Apr 2019 Guide to platforms
Platforms have become an integral part of many an adviser's working life, and the industry is well-established. There are now plenty of platforms, and many are so well-established that they are being forced...
17 Apr 2019 Interactive investor’s new pricing
Don't just take it from us: several independent national news outlets have written about our new pricing and we recommend that you read the coverage. Although the new pricing is slightly more...
16 Apr 2019 Platform’s new Netflix-style price model
On Monday, Interactive Investor announced a change to its charging structure to adopt Netflix-style pricing. It talked about having an “easy, modern price structure” just like the streaming service....
09 Apr 2019 Hargreaves and Share Centre take £1.5bn of JPMAM retail accounts
Hargreaves Lansdown and The Share Centre have become the beneficiaries of more than £1.5bn worth of retail accounts from JP Morgan Asset Management as fund giants continue to abandon...
08 Apr 2019 Myfolio gets shake-up with Skipton strategic partnership
Aberdeen Standard Investments has announced it will add five passive products to its Myfolio range as part of a strategic partnership with Skipton Building Society in the same month...
08 Apr 2019 Interactive Investor adopts ‘Netflix’ fees as bear market looms
Interactive Investor has adopted a subscription-based fee as the end of the bull market nears. The D2C platform has touted its monthly-subscription as a Netflix-style fee...
04 Apr 2019 Platforms adding needless tools in ‘paranoid’ bid for survival
Experts claim platforms are “running scared” and creating investment research tools that advisers do not want out of “paranoia” in a bid for self-preservation at Money Marketing Interactive today....
02 Apr 2019 Nucleus profits jump in tough year
Wrap platform provider Nucleus adjusted profits before tax jumped 32.8% to £7.7m in its annual results, following a “tough year” for platforms. In its first set of results since listing on AIM last July...
02 Apr 2019 Shift away from ad valorem charges
Last week, the US retail investment giant Charles Schwab revealed it was launching a premium service, Schwab Intelligent Portfolios Premium, for clients with more than $25,000 with a $30 monthly...
01 Apr 2019 Technology frees people up to focus
Bella Caridade-Ferreira discusses her journey from asset manager to the CEO of Fundscape, and what it’s like being a judge on the Professional Adviser Awards’ panel....
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