Wrap/platforms

Shrinking personal allowances dragging more investors into CGT net

Quilter remains in second place followed by AJ Bell and Transact

Platform technology provider gross revenues up 7.4% in first half

'There are firms that are trying to buck the trend'

Record outflows plague advised platforms in 2023

Established through collaboration with SEI and Benchmark

The financial planning firm has launched CP Accelerate

Nearly 40% last worked with a new platform more than five years ago

Where are the areas where we need to give due diligence a good hard stare?

Added more than 50,000 platform customers