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Platforms

Fidelity platform restricts investments into Abrdn PE trust

Platforms

Fidelity platform restricts investments into Abrdn PE trust

Made restriction on 16 December in clients' 'best interests'

clock 16 January 2023 • 1 min read
Nucleus announces acquisition of Curtis Banks Group for £242m

Platforms

Nucleus announces acquisition of Curtis Banks Group for £242m

Deal aims to create the UK’s leading platform exclusively for advisers

clock 06 January 2023 • 2 min read
Fidelity platform restricts investment into Jupiter UK Mid Cap

Platforms

Fidelity platform restricts investment into Jupiter UK Mid Cap

Decision on restriction became effective as of 30 December

clock 05 January 2023 • 1 min read
Pricing, private equity and tech — where next for platforms in 2023?

Platforms

Pricing, private equity and tech — where next for platforms in 2023?

The industry speaks on expectations for the platforms space next year

clock 22 December 2022 • 8 min read
Parmenion adds two more DFMs to expand platform offering

Platforms

Parmenion adds two more DFMs to expand platform offering

DFM solutions from Morningstar and Brewin Dolphin to be available

clock 20 December 2022 • 1 min read
Parmenion MPS solution goes live for platform member usage

Platforms

Parmenion MPS solution goes live for platform member usage

Advisory Models PRO tool focuses on meeting Consumer Duty outcomes

clock 14 December 2022 • 1 min read
Adviser relationships still lauded over robo or digital solutions

Platforms

Adviser relationships still lauded over robo or digital solutions

New study conducted mapping sentiment toward advisers

clock 12 December 2022 • 2 min read
Novia's platform cuts 'part of activities to recalibrate the business'

Platforms

Novia's platform cuts 'part of activities to recalibrate the business'

Novia’s CCO weighs in on recent price cuts and the platform’s future

clock 24 November 2022 • 3 min read
Atomos enters strategic alliance with SS&C on new platform service

Platforms

Atomos enters strategic alliance with SS&C on new platform service

Offering investments via digitally enabled wrappers

clock 21 November 2022 • 1 min read
Novia Financial to cut platform charges from January

Platforms

Novia Financial to cut platform charges from January

‘Share the benefit of our increased scale by reducing our standard platform charge’

clock 21 November 2022 • 2 min read
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