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Wrap/platforms

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
Schroders UK Platform Awards 2024: Full list of winners revealed!

Wrap/platforms

Schroders UK Platform Awards 2024: Full list of winners revealed!

See who took home a trophy at last night’s ceremony in London

clock 25 September 2024 • 1 min read
Fidelity and Abrdn among firms joining new investment platform trade body

Wrap/platforms

Fidelity and Abrdn among firms joining new investment platform trade body

Platforms Association launches amid growing regulatory scrutiny

clock 23 September 2024 • 2 min read
Half of advisers say platform cash interest rates help to bag new clients

Wrap/platforms

Half of advisers say platform cash interest rates help to bag new clients

Consumer Duty has led platforms to improve fee communication

clock 12 September 2024 • 1 min read
Bravura returns to profit after business restructure

Wrap/platforms

Bravura returns to profit after business restructure

Business to pivot away from transformation to growth focus

clock 14 August 2024 • 1 min read
Schroders UK Platform Awards – remaining shortlists revealed!

Wrap/platforms

Schroders UK Platform Awards – remaining shortlists revealed!

Winners to be announced on 24 September at the London Hilton Park Lane

clock 12 August 2024 • 2 min read
Schroders UK Platform Awards: Leading adviser finalists revealed!

Wrap/platforms

Schroders UK Platform Awards: Leading adviser finalists revealed!

Winners to be announced on 24 September at the London Hilton Park Lane

clock 09 August 2024 • 1 min read
Schroders UK Platform Awards: Platform of the Year 2024 finalists revealed!

Wrap/platforms

Schroders UK Platform Awards: Platform of the Year 2024 finalists revealed!

Winner to be announced on 24 September at the London Hilton Park Lane

clock 08 August 2024 • 1 min read
AJ Bell's platform AUA reaches £83.7bn as customer numbers rise

Wrap/platforms

AJ Bell's platform AUA reaches £83.7bn as customer numbers rise

Number of platform customers and advised customers rise for AJ Bell

clock 18 July 2024 • 1 min read
Breaking the chain: Assessing and adding value as a distributor

Wrap/platforms

Breaking the chain: Assessing and adding value as a distributor

Advisers support us in trying to improve customer outcomes

clock 17 July 2024 • 3 min read
123
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03 February 2025 • 4 min read
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Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
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