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  • Nucleus launches alternative to ‘overpriced’ DFMs

    21 January 2021

    Nucleus has launched a new adviser-focused managed portfolio service, as it vows to deliver an alternative to “overpriced” discretionary fund managers.  Following a soft launch, the solution – named IMX – has been made available to all advisers using the Nucleus platform, with access to managed portfolios at institutional cost, offering “better value for...

  • Firms remove VAT from Model Portfolio Services

    13 January 2021

    7IM and AJ Bell have announced they are cutting VAT from their model portfolio ranges. This, they say, will give advisers and their clients a cost-effective way to build a diversified portfolio. For 7IM, the changes mean the 7IM Active and Passive model portfolios will have an all-in cost of 0.25% going forward, while...

  • Time4Advice acquisition dubbed ‘smart move’

    11 January 2021

    IntegraFin Holdings, parent group of the Transact Platform, has acquired specialist software provider Time4Advice for an undisclosed sum, a move dubbed “very smart” by an industry expert. The acquisition will enable the firm to enhance its platform and adviser back office processes and provide Time4Advice the opportunity to accelerate its software development and expand its...

  • Novia adds “What if” scenarios to Capital Gains Calculator

    20 December 2020

    Novia has enhanced the user experience and added functionality to its Capital Gains Calculator.  The new functionality enables the paraplanners and advisers to model a range of ‘what if’ scenarios, to assist their clients with managing their tax liabilities. The scenarios can include a client’s current CGT allowances, losses from previous years, realised gains...

  • Three sell offs in as many days – Novia, Selectapension and LV

    15 December 2020

    Notifications of the sale of Novia, Selectapension and LV have all been issued in the past few days. SelectaPension was acquired by the Perseus operating group of Constellation Software Inc, based in Toronto, Canada, which provides software products, including in asset finance and commercial loan portfolio management. The acquisition was described as “the first...

  • STAR transfers initiative signs 75th industry participant

    12 December 2020

    STAR has signed Allfunds as its 75th organisation to its initiative aimed at improving the speed of transfer across the investment, pensions and savings markets. Allfunds services include data & analytics, portfolio & reporting tools, research and regulatory services. It offers the world’s largest universe of mutual fund and ETFs. The STAR initiative is the...

  • Platform due diligence financial strength focus

    2 December 2020

    Financial strength and sustainability are now of even greater importance in platform due diligence for advice firms and would lead them to switch platforms, new research has revealed. The Guide from AKG shows that advice firms are likely to have been using their chosen platforms for some time and selected them based on three...

  • New Letter of Authority service could be a ‘game changer’

    3 November 2020

    Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying and streamlining the current Letter of Authority process, an innovation described as a possible “game changer” for paraplanners and administrators in the industry, currently dealing with a myriad of differing provider requirements and procedures. The...

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