Fidelity FundsNetwork has added fifteen funds to its Navigator managed solution.
A breakaway movement of platforms pushing for special share classes could create a ‘cartel' between bigger firms, according to Axa Elevate.
Advisers are experiencing frequent problems with risk-adverse clients holding large amounts of cash, despite the menace of inflation, according to J.P. Morgan Asset Management.
Four platforms are to allow advisers to automatically calculate tax liabilities for clients, following HM Revenue and Customs' decision to tax rebates paid by fund managers.
Quotation portal Assureweb is rebranding as iPipeline to strengthen links with its parent company.
IFA firm Informed Choice has launched its direct-to-consumer (D2C) proposition, IC Direct, following a year of beta-testing.
Platforms may be forced to abandon plans for ‘super-clean' share classes as the number of firms demanding the special terms continues to rise, according to a consultant.
Sesame Bankhall Group (SBG) executive chairman Ivan Martin is leaving after six years with the business, including three as chairman.