Adviser platform Transact reported today that quarterly Funds Under Direction fell 11% in the first quarter (to 31 March) from £39.31bn to £34.99bn, a drop of £4.4bn.
Defaqto’s latest Platform Service Review has found an improvement in financial adviser satisfaction but with room for improvement in several areas.
Fintech firm Model Office has produced a free Covid-19 handbook for Financial Planners.
In a trading update today, Quilter says its plans to move all advisers and clients to a new platform by the summer are “more uncertain” after the Coronavirus outbreak.
Baillie Gifford has been named Best Fund House in the 2020 Morningstar UK Fund Awards.
Financial advisers reported turnover and client numbers grew strongly in 2019, a new study has found.
The FCA said today it has no ban on e-signatures and they can be acceptable in many circumstances.
People are saving more and spending less as the impact of the Coronavirus outbreak hits personal finances, according to analysis by the Economic Research Council.
The CISI has launched an investigation after a website attack resulted in 1,000 customers and members being exposed to the risk of credit card fraud.
The attack on the CISI website - which targeted credit card transactions - came from a "highly organised international attacker", Financial Planning Today understands.