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Transact poaches Investec IT chief

Platform Transact has recruited Investec’s head of IT Damien Francis to the newly-created role of chief technology officer.

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1 in 3 advisers to become platform operators

A third of large financial advice firms are likely to become platform operators in the next three years, a new report suggests.

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Transact creates IHT index for advisers

Adviser platform Transact has created an inheritance tax index to enable advisers to track IHT liability trends with their clients.

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Adviser back regional equity funds in 2022

Regional equity funds dominated the leaderboard of the most popular funds chosen by advisers on the AJ Bell Investcentre platform in 2022.

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