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  • Record advised platform sales of £22bn in first quarter

    Gross advised platform sales were a record £22.1bn in the first quarter, according to new data.

  • HALO Invest to launch new adviser platform

    Halo Invest is to launch a new adviser platform after assembling a senior management team with 200 years of combined experience.

  • Platforms reap best sales for 3 years in Q1

    Despite market turmoil in recent times, platforms enjoyed their best net sales for 3 years in Q1, according to platform consultant Fundscape.

  • Aviva wealth division sees 15% drop in net flows for Q1

    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 rise 35% for direct platforms in Q1

    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.

  • Advisers changing advice due to IHT shake-up

    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.

  • Advised customer numbers up 7% for AJ Bell

    Total advised customers for investment and SIPP platform AJ Bell rose 7% year-on-year to 177,000 in the first quarter.

  • Planners reject in-house platforms

    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.

  • Strong advised platform sales outpace rising outflows

    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.

  • Top 5 advice platforms account for two-thirds of growth

    Recent strong stock market performance has been a boon for platforms, according to new data published today by platform analysts Fundscape.

  • Quilter platform sees 331% rise in outsourced investments

    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 adviser platform outflows continue

    Aegon’s UK adviser platform continued to see net outflows in the second half of 2024, according to its latest financial results.

  • Mid-sized advice firms turning to customised platforms – report

    Financial advice firms with between 6 and 50 advisers are increasingly adopting customised platform models, according to new research.

  • Nucleus adds new white-labelled portal

    Third Financial, part of the Nucleus platform group, has launched a white-labelled digital proposition for large advice firms.

  • Platform assets climbed to new high in 2024

    Platform assets set a new high of £1.1trn in 2024, with adviser platforms accounting for £697bn, new data from consultancy Fundscape shows.

  • Quilter and Aviva platforms most recommended in 2024

    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.

  • Transact appoints new CEO as Jonathan Gunby retires

    Long-serving Transact CEO Jonathan Gunby is to retire in March and will hand over to colleague and chief development officer Tom Dunbar.

  • Watchdog bans burning banknotes platform ads

    The Advertising Standards Authority has banned several advertisements for investment platform Wahed Invest which showed banknotes on fire.

  • Transact parent funds up 17% in 2024 to £64.1bn

    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 adds zero-fee SIPP

    Investment platform InvestEngine has launched a zero-fee SIPP offering for new and existing customers.

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