Browse articles, press releases from Avalon
Please browse these articles which Avalon have featured in.
February 2012
http://www.ifaonline.co.uk/professional-adviser/feature/2152603/left :
What do platforms do with orphan clients who have lost their IFA? Well, some charge the client more; others like Avalon are more than happy to help.
Outsourcing: Three is a party: Due diligence is critical when looking to use a platform, paraplanner or discretionary fund manager
January 2012
Platforms best way to control DFM service Financial Advisers who are thinking of using a discretionary fund manager should do so through a platform
Junior Isa boost for specialist platform Avalon : Avalon Investment Services has seen a massive uptake in its Junior Isa since it launched the child savings product in November last year
December 2011
Avalon urges advisers to use wraps : Advisers should use a wrap when outsourcing investment propositions if they are to retain control over client relationships, Avalon Investment Services has warned.
November 2011
There’s more to ETFs than low cost, Avalon : Investment director warns that “more digging” is needed by advisers to find out what underlies an ETF’s investment.
Companies unveil Junior Isas: Avalon Investments & Cottons Financial Planning have teamed up to form a company called The Children’s Isa,
JISA: The Junior Isa could give IFAs a valuable boost if they use it to build client relationships and offer direct-to-market services, Avalon managing director Harry Kerr has claimed.
October 2011
Platforms set for business surge post RDR: Avalon director Harry Kerr talks about the impact of RDR on platforms
September 2011
Junior Isas useful client relation builder, Avalon: Avalon will offer white-labelled service so IFAs and fund managers can offer their own branded Junior ISA online.
August 2011
Avalon warning on overcrowded platform market: Avalon Investment Services has become the latest platform to raise concerns about the number of firms pushing to gain market share
Quest of market share takes its toll on service: Platform providers are so busy chasing market share they are ignoring their existing customers and failing to provide good service, according to Harry Kerr, director of Avalon Investment Services
Money Marketing Disappointing lack of platform clarity from the FSA say Harry Kerr
July 2011
Money Marketing profile on Harry Kerr, director of Avalon
Heart of the matter: Advisers need to carry out due diligence when choosing platforms to suit different types of client
Platform definition amended amid VAT concerns:
Harry Kerr: Disappointing lack of platform clarity from the FSA: money marketing article
JUNE 2011
Avalon expects IFA and discretionary manager collaboration: Avalon Investments, the wrap provider, predicts an increase in IFA interest to establish a working relationship with discretionary fund management groups.
Avalon and Cottons link up for children's Isa service:Avalon Investments and Cottons Financial Planning are to offer an execution-only children’s Isa service for parents.
March 2011
31st - Harry talks to the FT Adviser about the FSA's perception of wraps and the benefits of running a small business. Full article here:-
17th - Avalon reveal to the FT Adviser that top end IFAs and wealth managers are using increasingly diverse investment strategies. Full article here:-
10th - IFAs are searching for outperformance in funds as they navigate uncertain markets, according to Avalon in the FT Adviser. Full article here:-
September 2010
Threesixty rolls out Comparator : The support service provider launched its Comparator software last week, allowing advisers to see platform, fund management and adviser charges on a like-for-like basis, giving them the total platform cost.
August 2010
80% of IFAs using platforms: One in five IFAs are not currently using a platform, according to the Association of Independent Financial Advisers (Aifa).
July 2010
Avalon warns of headline rates telling half-truths: Advisers should look beyond the headline rates on platforms, Harry Kerr of wrap provider Avalon Investments has warned.
The more wraps the better for high net worths: IFAs: IFAs are looking to expand the number of wraps they use to service their high net-worth clients, according to Avalon Investments.
June 2010
News analysis: Niche wraps are taking off: Opportunities are opening up for small firms to launch niche wraps and the interest from advisers is palpable. CityWire
May 2010
Focus: Platform to the future - Investment Adviser May 10, 2010
Investment platforms may be core to the 'future' of retail investing, but as a topic they are considered rather dry by comparison to the 'sexier' Retail Distribution Review (RDR).
Read the article here:
Avalon expects maximum investment plans to make comeback.
Avalon Investment Services is looking to create new products after the election to cater for higher earners losing out as a result of restrictions on pension relief and the new 50 per cent income tax rate
Read the article here:
April 2010
Avalon Calling - By Jeremy Newbegin. director at The Ethical Partnership.
A look at some of the factors IFAs consider when choosing a Platform/Wrap service.
Read the full article here.
http://www.moneymarketing.co.uk/wrap-and-technology/avalon-calling/1010858.article
March 2010
IFA Online 24th March 2010 - Budget 2010: Good news for your clients? Director Harry Kerr shares his views on the Budget.
Read the full article here
http://www.ifaonline.co.uk/ifaonline/news/1597975/budget-2010-good-news-clients
Professional Adviser 22nd March 2010 - RDR, Director Harry Kerr comments on the view that RDR will have very little impact on the high-end of the market.
Read the full article here
http://www.ifaonline.co.uk/ifaonline/news/1597289/rdr-hit-ifas
Money Marketing 18th March 2010 - Avalon is considering launching an offshore bond and insurance policy on its platform similar to a maximum investment plan.
Read the full article here
January 2010
Avalon Wrap celebrates 10 years in platform market.
Avalon Wrap has put its longevity in the market down to quality of service, as the platform celebrates 10 years since launch.
Read the full article:
Articles from 2009
The Ethical Partnership Pilots discretionary service from Avalon
The Ethical Partnership has piloted a socially responsible discretionary portfolio management service (SRDPMS) from Avalon Investment Services, which will be launched to coincide with National Ethical Investment Week (NEIW) this month.
Full article here: