Transact inflows drop but firm shows resilience

Adviser platform Transact has reported net inflows during the quarter to the end of September of £720m, down from £1.3bn on the same period in 2021.

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Planners cut platform use as clients struggle

Financial Planners are cutting back on their use of investment platforms because of the cost-of-living crisis.

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Parmenion adds passive ESG MPS range

Parmenion Investment Management, the investment arm of adviser platform Parmenion, has added an ESG-focused passive investment solution.

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Transact launches training academy to boost service

Adviser platform Transact has launched a training academy for new staff as it aims to restore its service levels to previous standards.

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