Advisers are likely to consolidate their platform usage once the sunset clause comes into force, but face problems when it comes to tracking down less active clients.
Seven Investment Management (7IM) has launched a range of passive equity value funds.
Standard Life has promoted David Tiller to head of adviser propositions and strategy as the firm bids to better support firms in the era of pensions freedoms.
Monica Waller, co-founder of The Investment Network and the Aberdeen UK Platform Awards, has died after a short illness.
Transact has reported record pre-tax profits for 2014 as it gains 10,000 new clients.
Latest complaints data published by the regulator has revealed a record number of second half complaints over investment products, driven by a rise in reports focusing on unit trusts and OEICs.
The chief executive of UK platform giant Cofunds has acknowledged the business "should be generating more profit" despite an 83% increase in 2014 figures reversing a previous downwards trend.
Old Mutual Wealth platform marketing manager Mike Barrett is to join the lang cat consultancy as a consulting director.
Hedge fund Elliott Advisors' call for a shake-up of the Alliance Trust board represents more than a straightforward corporate dispute, writes Abraham Okusanya. It has implications for adviser platform due diligence...