ISA

Chancellor George Osborne announced today that ISAs will retain their tax-free status when transferred after death.

Platforms will hold off cutting fees further until after they have dealt with significant changes to pricing structures in the first half of 2016, Standard Life's platform head has predicted.

ROUND-UP

Old Mutual Wealth, the UK's third largest adviser platform with funds under administration of £30bn, will begin bulk converting any remaining clients in bundled share classes to unbundled in February 2015.

Sowing the seeds

Investors wishing to move from direct-to-consumer to adviser platforms face "punitive" exit fees, according to analysis by the lang cat.

Friends Life may offer multi-asset funds when it launches its retail platform in April next year, its chief executive has confirmed.

Platforms are stepping up their white-label investment offerings to advisory firms as an increasing number of orphaned clients presents a challenge ahead of the 2016 legacy commission ban.

Should you access trusts via a platform?

Wealth management firm Courtiers is to introduce a ‘Monte Carlo' risk profiling tool which allows clients to prioritise different types of risk.