Core net inflows rose 28% year-on-year to £2.2bn at wealth manager and Financial Planner Quilter in the third quarter of the year.
Funds under direction for adviser platform Transact rose 16% over the past year to a new record high of £74.2bn as at 30 September (30 September 2024: £64.1bn).
AJ Bell has added a new set of planning tools to its Investcentre platform.
Three in five (60%) of UK savers avoid investing because the see it as ‘too risky’, according to a new report.
ISA provider The Children’s ISA (TCI) has migrated its 126,000 ISA and Junior ISA accounts away from Embark to white label platform provider Quai Digital.
Advised platform AUM climbed 4.36% in the second quarter to £671.39bn, according to new data.
Adviser platforms reported their strongest quarterly net sales figures in three years in the second quarter, according to new data.
Global platform engine FNZ has launched a generative AI tool that it has embedded into its wealth management platform.
Quilter was the most recommended adviser platform in the first half of 2025, maintaining the top spot for the second consecutive period, according to a new report.
Direct platform assets grew 8.2% to a new record of £441bn in the second quarter, according to analysts Fundscape.
Platform and SIPP provider A J Bell has launched a new streamlined platform which the firm claims will help financial advisers implement investment advice for clients more quickly and securely.
Pension and ISA platform My Nest Egg Limited (FRN: 1004744) has entered into creditors' voluntary liquidation just a year after gaining FCA authorisation.
Financial services mutual Wesleyan has partnered with SS&C Technologies to launch its own digital-first wealth management platform.
Gross advised platform sales were a record £22.1bn in the first quarter, according to new data.
Halo Invest is to launch a new adviser platform after assembling a senior management team with 200 years of combined experience.
Despite market turmoil in recent times, platforms enjoyed their best net sales for 3 years in Q1, according to platform consultant Fundscape.
Net flows for Aviva’s wealth division dropped 15% year-on-year to £2.3bn for the first quarter of 2025 (Q1 2024: £2.7bn).
Net sales rose by 35% over the first quarter from £5.6bn to £7.4bn at the end of the quarter, according to new data.
Financial advisers are turning away from pension wrappers and instead utilising pension gifting, annuities and onshore bonds as they prepare for the upcoming changes to inheritance tax, according to a new report.
Total advised customers for investment and SIPP platform AJ Bell rose 7% year-on-year to 177,000 in the first quarter.
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