AJ Bell reports 11% rise in advised customers

Investment platform AJ Bell has reported an 11% rise in advised customers during its financial year ended 30 September 2020.


Tatton AUM up as DFM retains face-to-face meetings

Assets under management rose 17.4% at Tatton Asset Management for the first half of its financial year which the discretionary fund manager attributes to “adapting seamlessly to the new trading environment”, including maintaining face-to-face engagement with advisers.


Transact Funds Under Direction grow 8.7%

Funds under direction at wrap platform Transact grew 3.5% over the quarter ending 30 September 2020, an 8.7% increase for the financial year despite a “difficult and unpredictable” operating environment.


Planning arm grows despite revenue drop at Charles Stanley

Wealth management and Financial Planning group Charles Stanley has reported a 6.8% reduction in group revenue for the second quarter of its financial year but the Financial Planning division grew in the first half of its financial year.

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