Avalon In The News Trade Press Investment Adviser
Please browse these articles which Avalon have featured in.
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.
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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: