OMGI transfers ISA service to Hargreaves Lansdown

OMGI transfers ISA service to Hargreaves Lansdown

Old Mutual Global Investors (OMGI) is to transfer £63m of ISA accounts to Hargreaves Lansdown in 2018 as it concludes its current service no longer meets the expectations of investors. OMGI said it will be withdrawing its administration service for...
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Embark launches 'low cost' adviser platform

Embark launches 'low cost' adviser platform

Embark has launched a “low-cost” investment platform for financial advisers with which it is “seeking to materially disrupt the current platform market”. Embark said the platform, set-up on FNZ technology, will help advisers deliver a &...
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Why fund groups need a 'Netflix approach' to data

Why fund groups need a 'Netflix approach' to data

Barry Neilson, chief customer officer at Nucleus The asset management sector will see ‘Netflix-esque’ moves as firms seek to use data to improve customer outcomes, according to Nucleus chief customer officer Barry Neilson. Similar to the way entert...
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Standard Life and Seven IM multiple winners at UK Platform Awards

Standard Life and Seven IM multiple winners at UK Platform Awards

The Schroders UK Platform Awards are now in their 11th year. Standard Life and Seven Investment Management emerged as multiple winners at last night’s 2017 Schroders UK Platform Awards, in association with Professional Adviser, while Nucleus retained its...
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Colnvestor platform partners with five fund groups

Colnvestor platform partners with five fund groups

Colnvestor platform aims to improve “transparency across a historically opaque asset class” Alternative assets platform Colnvestor has partnered with five new asset managers in efforts to target advisory firms that are seeking access to tax-efficie...
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Hargreaves Lansdown joins ABI as inaugural platform member

Hargreaves Lansdown joins ABI as inaugural platform member

Tom McPhail, head of policy at Hargreaves Lansdown Hargreaves Lansdown has been named as the first platform member of the Association of British Insurers (ABI) as it establishes a platform working group. The new category of membership for the ABI...
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FCA finds conflicts of interest in D2C platform 'best buy' lists

FCA finds conflicts of interest in D2C platform 'best buy' lists

FCA paper on platform best buy lists Direct-to-consumer (D2C) platforms favour affiliated funds and those that pay them greater commission rates when comprising best buy lists, FCA research has found. In its ‘occasional paper’, Best buys and own brands...
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Opening Pandora's Box on platform deals

Opening Pandora's Box on platform deals

The Financial Conduct Authority (FCA) may have set itself a much bigger task than it realises as the regulator kicks off its Investment Platforms Market Study. Source link
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Voting opens for Schroders UK Platform Awards 2017

Voting opens for Schroders UK Platform Awards 2017

Clive Waller: “The judges will be looking at the choice and range available and the overall strength and value of the customer proposition.” Voting has opened for this year’s Schroders UK Platform Awards, with advisers now able to make their...
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Voting opens for Schroders UK Platform Awards 2017

Voting opens for Schroders UK Platform Awards 2017

Clive Waller: “The judges will be looking at the choice and range available and the overall strength and value of the customer proposition.” Voting has opened for this year’s Schroders UK Platform Awards, with advisers now able to make their...
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