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.
Developing in-house platform propositions is being rejected by planners as a solution to poor service from platform providers, Financial Planners have told Financial Planning Today magazine, Financial Planning Today's sister publication.
New platform business rose 43% year-on-year to £20.9bn for the fourth quarter of 2024 as recovery got under way, according to new data.
Recent strong stock market performance has been a boon for platforms, according to new data published today by platform analysts Fundscape.
The Quilter platform has seen assets in outsourced investments in DFM (Discretionary Fund Management) models and managed portfolio services soar by 331% since the end of 2020.
Aegon’s UK adviser platform continued to see net outflows in the second half of 2024, according to its latest financial results.
Financial advice firms with between 6 and 50 advisers are increasingly adopting customised platform models, according to new research.
Third Financial, part of the Nucleus platform group, has launched a white-labelled digital proposition for large advice firms.
Platform assets set a new high of £1.1trn in 2024, with adviser platforms accounting for £697bn, new data from consultancy Fundscape shows.
The Quilter Investment Platform and Aviva Platform were the two most recommended adviser platforms in 2024, substantially ahead of their rivals, according to new data.
Long-serving Transact CEO Jonathan Gunby is to retire in March and will hand over to colleague and chief development officer Tom Dunbar.
The Advertising Standards Authority has banned several advertisements for investment platform Wahed Invest which showed banknotes on fire.
Integrafin, parent company of adviser platform Transact, has reported a 17% rise in funds direction (FUD) in 2024 to £64.1bn (FY23:£55bn) in its annual results today.
Investment platform InvestEngine has launched a zero-fee SIPP offering for new and existing customers.
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