Wrap/platforms

Scottish Widows speeds up client experience with platform upgrade

Wrap/platforms

Scottish Widows speeds up client experience with platform upgrade

Adviser platform upgrade allows advisers to use real-time data

clock 14 September 2023 • 1 min read
Competition watchdog clears £242m Curtis Banks/Nucleus deal

Companies

Competition watchdog clears £242m Curtis Banks/Nucleus deal

Latest update from business released on 7 September

clock 07 September 2023 • 2 min read
How advisers can use higher interest rates to offset platform charges

Wrap/platforms

How advisers can use higher interest rates to offset platform charges

Reducing 'fee drag' on client's portfolio performance

clock 18 August 2023 • 3 min read
Aviva platform net flow 51% drop 'in line' with competitors

Wrap/platforms

Aviva platform net flow 51% drop 'in line' with competitors

Whole retail market ‘continues to be challenged’ by economic conditions

clock 16 August 2023 • 2 min read
Aviva sees half-year platform net flows reduce 51% to £1.2bn

Wrap/platforms

Aviva sees half-year platform net flows reduce 51% to £1.2bn

‘Subdued investment activity across the market’

clock 16 August 2023 • 2 min read
Fairstone adds £1.5bn of assets with buy out of West Midlands firm

Your profession

Fairstone adds £1.5bn of assets with buy out of West Midlands firm

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

clock 12 July 2023 • 1 min read
Platforms are here to stay: Using the right tech for the right problem

Platforms

Platforms are here to stay: Using the right tech for the right problem

'It's knowing how to adapt and thrive that's key.'

clock 03 July 2023 • 4 min read
Intelliflo launches all-in-one single system platform capability 

Wrap/platforms

Intelliflo launches all-in-one single system platform capability 

‘Wealthlink’ has been launched in collaboration with SS&C Technologies

clock 06 June 2023 • 3 min read
Quilter cuts platform costs and announces tiered adviser charging

Wrap/platforms

Quilter cuts platform costs and announces tiered adviser charging

Changes take effect from June for new clients and Q3 for existing customers

clock 25 May 2023 • 3 min read
Advised net platform sales up 19% in Q1 but down 49% year-on-year

Wrap/platforms

Advised net platform sales up 19% in Q1 but down 49% year-on-year

Are the stats indicative of green shoots of recovery or false dawn?

clock 24 May 2023 • 2 min read
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