Platform functionality highlights
Advisers are moving clients' assets away from old-style fund supermarket platform giants that typically favoured rebates, ahead of next April's switch off of the payment method, according to research by Platforum.
What were the top ten bestselling pension funds in June?
Advisers should be wary about using inheritance tax (IHT) avoidance as a reason to recommend clients make extra pension contributions, according to the head of tax and trust planning at Fidelity FundsNetwork.
An IFA based in Plymouth has hired a head of advisory services from industry giant Fidelity.
Why client-centric TCF culture should be at the heart of every firm
An unidentified problem at Fidelity FundsNetwork caused £50,000 to temporarily ‘disappear' from view from an advised client's portfolio.
Half of adviser businesses have already seen their bottom lines boosted by the pensions freedom announced last March, according to research.