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

    Transact sees record £1.29bn quarterly inflows

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

    38% net growth in advised customers at AJ Bell

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

    Brewin Dolphin Financial Planning income grows 25%

  • Paul Feeney, CEO at Quilter

    Net inflows rise 136% for rebranded Quilter platform

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

    Pre-tax profits soar 96% for Mattioli Woods

  • Aegon’s UK retail business includes adviser platforms Aegon Retirement Choices and the Aegon Platform (formerly known as Cofunds).

    Aegon retail platform outflows fall

  • Frenkel Topping's website

    Frenkel Topping revenues soar after acquisitions

  • Lee Hartley, CEO at Fairstone

    Fairstone hits £100m revenues with 3rd acquisition of 2022

  • Noel Butwell, CEO of Abrdn’s adviser-facing business

    Net flows from advisers double for Abrdn platforms

  • Tilney Smith & Williamson will rebrand as Evelyn Partners this summer

    Tilney Smith & Williamson to rebrand as Evelyn Partners

  • M&G Wealth's website

    M&G Wealth sees £1.4m net outflow in 2021

  • Paul Feeney, CEO at Quilter

    Extra £7m for BSPS redress and adviser cull at Quilter

  • Andrew Shepherd, CEO of Brooks Macdonald

    Funds rise 60% at Brooks Macdonald discretionary arm

  • Close Brothers' website

    Net inflows increase 8% for Close Brothers AM

  • SimplyBiz rebranded as Fintel in March 2021

    Fintel EBITDA up 6% as profits recover

  • Mark Hartigan, CEO at LV=, said the provider will remain independent rather than looking for another deal after it’s purchase by private equity firm Bain Capital fell through in December.

    An independent future for LV= as trading profits leap 222%

  • Paul Feeney, CEO of Quilter, has confidence that the “transformed” business will continue to grow

    Quilter AUM falls 4% in Q1 as net inflows hold steady

  • Frenkel Topping's website

    Revenues rise 80% for Frenkel Topping in 2021

  • Jupiter's website

    Jupiter sees £1.9bn retail net outflows in Q1

  • Robin Beer, chief executive officer, Brewin Dophin

    Brewin Dolphin reports 25% rise in Planning income

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