Wrap/platforms

Quilter tops table as most recommended adviser platform in 2024

Wrap/platforms

Quilter tops table as most recommended adviser platform in 2024

Last year's top ten recommended adviser platforms

clock 22 January 2025 • 1 min read
Quilter platform delivers record quarterly net inflows of nearly £2bn

Wrap/platforms

Quilter platform delivers record quarterly net inflows of nearly £2bn

Fourth quarter results from Quilter

clock 22 January 2025 • 1 min read
Transact names Tom Dunbar CEO as Jonathan Gunby retires

People

Transact names Tom Dunbar CEO as Jonathan Gunby retires

Part of planned succession programme

clock 22 January 2025 • 2 min read
Fundment founder on £45m investment: We've 'done a fraction' of what we'll achieve

Wrap/platforms

Fundment founder on £45m investment: We've 'done a fraction' of what we'll achieve

Huel investor backs fintech

clock 21 January 2025 • 3 min read
Transact reports £2.4bn gross inflows as digitisation continues

Wrap/platforms

Transact reports £2.4bn gross inflows as digitisation continues

Q1 trading update for parent company IntegraFin

clock 14 January 2025 • 1 min read
M&G sues Royal London for £27m over client access to 'inappropriately risky investments'- reports

Wrap/platforms

M&G sues Royal London for £27m over client access to 'inappropriately risky investments'- reports

Over Ascentric purchase

clock 23 December 2024 • 2 min read
How adviser platforms bridge Consumer Duty and vulnerable client care

Wrap/platforms

How adviser platforms bridge Consumer Duty and vulnerable client care

'For vulnerable clients, the concept of value for money takes on heightened importance'

clock 16 December 2024 • 5 min read
Platform innovation: Terry Huddart on Quilter's CashHub

Technology

Platform innovation: Terry Huddart on Quilter's CashHub

CashHub has a broad range of cash savings products

clock 10 December 2024 • 5 min read
Platform due diligence: A comprehensive approach

Wrap/platforms

Platform due diligence: A comprehensive approach

Due diligence is more than best practice it is ‘fundamental'

clock 18 November 2024 • 4 min read
Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Wrap/platforms

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Assets rose to £683bn in best third quarter in three years

clock 15 November 2024 • 4 min read
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Fewer than one quarter of advisers' clients are under 45

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