Wrap/platforms

AJ Bell platform customer numbers up despite 'uncertain market backdrop'

Wrap/platforms

AJ Bell platform customer numbers up despite 'uncertain market backdrop'

AUM almost £67bn

clock 21 April 2022 • 3 min read
Transact reports £4bn inflows in H1 as overall funds drop almost 2%

Wrap/platforms

Transact reports £4bn inflows in H1 as overall funds drop almost 2%

FUD reduces due to geopolitical instability

clock 20 April 2022 • 1 min read
'Clearly going for scale': HPS Investment Partners acquires majority stake in Nucleus

Wrap/platforms

'Clearly going for scale': HPS Investment Partners acquires majority stake in Nucleus

No change in strategy

clock 29 March 2022 • 3 min read
Origo extends Unipass Letter of Authority service

Technology

Origo extends Unipass Letter of Authority service

'No need for progress calls'

clock 24 March 2022 • 2 min read
CISI launches updated Wayfinder website to help savers find financial planners

Your profession

CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

clock 23 March 2022 • 1 min read
Vast majority not consulted adviser about their will - LV=

Your profession

Vast majority not consulted adviser about their will - LV=

30 million parents want to leave wealth       

clock 14 March 2022 • 3 min read
Novia Financial hires Lucy Bristow as group strategic partnerships director

Wrap/platforms

Novia Financial hires Lucy Bristow as group strategic partnerships director

Newly-created role

clock 11 March 2022 • 1 min read
Quilter pre-tax profits up 28% to £138m in 2021

Companies

Quilter pre-tax profits up 28% to £138m in 2021

Quilter platform inflows up 133%

clock 09 March 2022 • 3 min read
DDhub launches due diligence service

Technology

DDhub launches due diligence service

DDhub, a centralised solution for managing the due diligence process, has introduced a new platform due diligence service which is free for advisers and paraplanners.

clock 24 February 2022 • 3 min read
Platforms report record-breaking 2021 as assets reach £933bn

Wrap/platforms

Platforms report record-breaking 2021 as assets reach £933bn

Up 19% year-on-year

clock 08 February 2022 • 2 min read