Author profile
Wrap/platforms
Cofunds has joined Skandia, Standard Life and Axa Elevate in lobbying fund managers for "super clean" share classes.
08 April 2013
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Wrap/platforms
HM Revenue & Customs's (HMRC's) decision to tax unit and cash rebates could violate UK case law on competition, according to a platform consultancy.
05 April 2013
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Wrap/platforms
Transact has criticised fund managers for failing to allow advisers to move large holdings from bundled to clean share classes.
04 April 2013
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Wrap/platforms
Cofunds is suspending charges on its Suffolk Life-run self-invested personal pension (SIPP) while it upgrades its systems post-Retail Distribution Review (RDR).
02 April 2013
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Your profession
Upmarket wealth manager St James's Place paid £12,750 for a speech from Labour MP David Miliband at its annual conference.
28 March 2013
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Wrap/platforms
Fidelity FundsNetwork is to bring forward all rebate payments accrued in the current tax year to before 6 April, in a bid to avoid income tax levied by HM Revenue & Customs (HMRC).
28 March 2013
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Your profession
The BBC has postponed an episode of Panorama covering overseas luxury property company Harlequin following allegations of bribery.
28 March 2013
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