• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Wealth Club investment level soars 17% to £1.6bn

    The HNW-focused investment manager Wealth Club said the amount invested across its platform has climbed 17% to £1.644bn.

  • P1 adds client onboarding and servicing portal

    P1 Investment Services, the owner of the P1 Platform, has launched a client onboarding and servicing portal for advisers.

  • LV= launches new adviser platform service

    Investment, protection and retirement specialist LV= has launched a new platform service for advisers in partnership with Embark.

  • Transact FUD climbs to record £65.9bn

    Integrafin, parent company of adviser platform Transact, has reported record funds under direction on the platform of £65.9bn for the three months to the end of December.

  • 7IM adds extra tools to platform

    Platform and investment manager 7IM has added new tools and functionality to its platform following feedback from advisers and clients.

  • AXA Elevate adds Barnett Waddingham to platform

    David Thompson, managing director of AXA Wealth UK distributors,
  • Ascentric unveils new look for brand

  • Choosing the wrong platform can be costly, according to Defaqto

    Defaqto
  • Platform sales rise to £1.1bn at AXA Elevate

    Mike Kellard, chief executive of AXA Wealth
  • Standard Life sees wrap and platforms grow in popularity

    Standard Life chief executive David Nish
  • Cover Feature: The Wrap Evolution

  • Advisers should consider DFMs via a platform

  • Almost half of advisers yet to choose a single platform

  • AXA Wealth agrees long-term deal with platform technology firm FNZ

  • FSA platform paper to be issued within weeks

    The FSA's earlier platform paper published in August 2011
  • AXA Wealth reaches £4bn assets on Elevate platform

  • James Hay Partnership cuts charges on wrap platform

    James Hay
  • Cover feature: Investment wrap and platform survey

  • Aegon unveils corporate workplace platform

    Aegon HQ
  • IFP Sponsor Profile: Aviva

Page 1 of 8

  • Prev
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.