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4 in 10 Planning firms considering platform ownership

Over 4 in 10 (44%) of Financial Planning firms are considering operating a platform of their own instead of using or white-labelling a third-part platform, according to a new report.


Transact FUD rises 7.2% as IFAs place £1.99bn

Funds under direction (FUD) for adviser platform Transact rose 7.2% over the quarter ending 30 June.


New: Latest issue of Financial Planning Today Magazine is out

The new issue of Financial Planning Today Magazine is out and features exclusive highlights from our annual Financial Planning Profession Survey - find out how the sector has survived, and in some cases thrived, during the pandemic. 


Embark platform to recruit 50 new staff in Dundee

Retirement and platform provider Embark is to hire more than 50 people in Dundee over the next few months to boost its platform operations in the city.

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