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  • Schroders Personal Wealth sees AUM rise to £78.2bn

    SPW chief executive Mark Duckworth

  • Advisers place £2bn with Transact in 3 months

    Jonathan Gunby, CEO at Transact

  • SJP gross inflows leap by nearly £1.3bn in Q3

    Andrew Croft, chief executive at SJP

  • AJ Bell advised net inflows up 36%

    Andy Bell, CEO of AJ Bell

  • £1.3bn inflows for Tilney in Q3

    Net inflows for the first nine months of the year were £1.8bn

  • Quilter to focus on HNW and affluent clients

    Paul Feeney, CEO of Quilter, said the reorganization of the firm is part of plans to drive growth and efficiency across the business.

  • ESG inflows help Chartered Planner top £600m AUM

    The RU Group has held Chartered Financial Planner status from the Chartered Insurance Institute for five years.

  • Vanguard reports surge in younger investors

    Vanguard now has 335,029 UK clients

  • Aviva platform net flows up 62% in Q3

    Amanda Blanc, group CEO at Aviva

  • Advised platform net flows drop 20% in Q3

    The latest data from the lang cat was released this morning

  • Aegon reduces platform outflows to £53m

    Aegon released its third quarter results yesterday

  • Income up 12% at takeover target Charles Stanley

    Charles Stanley's website

  • Transact inflows up 34% to a record £7.7bn

    Transact's website

  • Woodford staff paid £510k following fund failure

    Neil Woodford

  • Mattioli Woods client assets pass £15bn

    Ian Mattioli, chief executive of Mattioli Woods, said the firm expects to make more acquisitions

  • Rathbones funds under management rise 25%

    The Rathbones Group website

  • Net flows improve for Brooks Macdonald

    Andrew Shepherd, CEO of Brooks Macdonald

  • Transact sees record £1.29bn quarterly inflows

    At the end of the quarter funds under direction for the platform totalled £54.54bn, representing an increase of 4.7% over the quarter.

  • 38% net growth in advised customers at AJ Bell

    AJ Bell has also appointed Rachel Vahey as head of policy development.

  • Brewin Dolphin Financial Planning income grows 25%

    CEO Robin Beer said Brewin Dolphin has a strategic ambition of becoming “the leading advice-focused digitally enabled wealth manager”

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