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  • Quilter to focus on HNW and affluent clients

    Paul Feeney, CEO of Quilter, said the reorganization of the firm is part of plans to drive growth and efficiency across the business.
  • ESG inflows help Chartered Planner top £600m AUM

    The RU Group has held Chartered Financial Planner status from the Chartered Insurance Institute for five years.
  • Vanguard reports surge in younger investors

    Vanguard now has 335,029 UK clients
  • Aviva platform net flows up 62% in Q3

    Amanda Blanc, group CEO at Aviva
  • Advised platform net flows drop 20% in Q3

    The latest data from the lang cat was released this morning
  • Aegon reduces platform outflows to £53m

    Aegon released its third quarter results yesterday
  • Income up 12% at takeover target Charles Stanley

    Charles Stanley's website
  • Transact inflows up 34% to a record £7.7bn

    Transact's website
  • Woodford staff paid £510k following fund failure

    Neil Woodford
  • Mattioli Woods client assets pass £15bn

    Ian Mattioli, chief executive of Mattioli Woods, said the firm expects to make more acquisitions
  • Rathbones funds under management rise 25%

    The Rathbones Group website
  • Net flows improve for Brooks Macdonald

    Andrew Shepherd, CEO of Brooks Macdonald
  • Transact sees record £1.29bn quarterly inflows

    At the end of the quarter funds under direction for the platform totalled £54.54bn, representing an increase of 4.7% over the quarter.
  • 38% net growth in advised customers at AJ Bell

    AJ Bell has also appointed Rachel Vahey as head of policy development.
  • Brewin Dolphin Financial Planning income grows 25%

    CEO Robin Beer said Brewin Dolphin has a strategic ambition of becoming “the leading advice-focused digitally enabled wealth manager”
  • Net inflows rise 136% for rebranded Quilter platform

    Paul Feeney, CEO at Quilter
  • Pre-tax profits soar 96% for Mattioli Woods

    Ian Mattioli, chief executive of Mattioli Woods, said the firm expects to make more acquisitions
  • Aegon retail platform outflows fall

    Aegon’s UK retail business includes adviser platforms Aegon Retirement Choices and the Aegon Platform (formerly known as Cofunds).
  • Frenkel Topping revenues soar after acquisitions

    Frenkel Topping's website
  • Fairstone hits £100m revenues with 3rd acquisition of 2022

    Lee Hartley, CEO at Fairstone
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