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Platforms

Both total and advised platform assets decreased in Q1 2022 - the lang cat

Your Business

Both total and advised platform assets decreased in Q1 2022 - the lang cat

‘Likely to be a tough autumn’

clock 11 May 2022 • 4 min read
How PROD impacts adviser firms' platform selections

Your Business

How PROD impacts adviser firms' platform selections

'You need to take PROD seriously'

clock 11 January 2022 • 8 min read
More advisers use multiple platforms as 'digital-first shift' continues

Wrap/platforms

More advisers use multiple platforms as 'digital-first shift' continues

Asked 661 advisers

clock 01 September 2021 • 2 min read

Platforms

'Only a matter of time': Industry reacts to Lloyds £390m Embark deal

'M&A space certainly shows no sign of letting up yet'

clock 29 July 2021 • 3 min read

Wrap/platforms

FCA warning: 'Letter timely reminder of importance of platform models'

'Dear CEO' letter

clock 27 July 2021 • 3 min read

Featured

Andy Boniface: Platforms 'falling short' on pensions freedom promise

Advised platforms risk losing assets over a lack of pension income options, writes Andy Boniface

clock 08 July 2021 • 6 min read

Your profession

Half of larger advice firms plan to launch in-house white label platform

But 76% have no plans

clock 25 May 2021 • 1 min read

Wrap/platforms

Parmenion scraps VAT on MPS

Fee reductions on all documents

clock 21 May 2021 • 1 min read

Wrap/platforms

Platforms' AUA exceed £500bn after bumper Q1 - the lang cat

Strong performance

clock 12 May 2021 • 2 min read

Your profession

Private equity will continue snapping up investment platforms - Cerulli

PE ownership up 13 percentage points

clock 10 May 2021 • 2 min read
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04 February 2025 • 9 min read
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FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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