16 Dec 2019 SJP partner firm uses stockbroking note to defend charges
A partner practice of St James’s Place has trotted out a stockbroking note to defend the wider wealth management group’s...
// December 2019
13 Dec 2019 Hargreaves sees assets boom as Cofunds only platform to slide
Hargreaves Lansdown has seen an 18 per cent increase in assets in the year to date,...
13 Nov 2019 Platform sales lowest in three years
Evaporating defined benefit (DB) transfers and high political uncertainty have made 2019 one of the worst years on record ...
13 Nov 2019 Worst quarter since RDR
Hargreaves Lansdown is set to dominate flows tables for Q3 2019 – set to be the worst quarter since RDR...
13 Nov 2019 Still the only woman at the conference?
Turn on TV news market reports and more often than not those holding forth their views of the sector will be male....
13 Nov 2019 Platform sales slump in summer of uncertainty
Stock markets yoyoed and closed the third quarterly in roughly the same place as they started thanks to geopolitical concerns at home and abroad. In the UK, the third quarter kicked off with the appointment of hardline Brexiteer, Boris Johnson, as party leader and Prime Minister. His pledge to leave the EU on 31 October provoked fears of a no‐deal Brexit. At the same time, the global economy was beginning to slow and the US-China trade war added to uncertainty.
28 Oct 2019 Fundscape & GBi2 launch Gatekeepers 2019 report
Fundscape and GBi2 have published Gatekeepers 2019, the third annual edition of their Gatekeeper research. The report accompanies the quarterly Gatekeepers database and provides an overview of Gatekeepers as at June 2019.
28 Oct 2019 Why gatekeepers need europe now
Despite the government’s attempts to extricate the UK from the EU membership, as investors we remain inextricably linked...
23 Oct 2019 Transact’s inflows down 9% but assets near £40bn
Adviser wrap platform Transact has seen a slight drop in inflows over the latest quarter...
23 Oct 2019 Transact platform assets up 14%
The funds under direction (FUD) at adviser platform Transact rose by 14 per cent in the year to the end of September 2019. ...
23 Oct 2019 IntegraFin Annual Directed Funds Rise
IntegraFin Holdings PLC reported a rise funds under direction at the end of financial 2019 despite slowed inflows....
21 Oct 2019 Possibility of platform acquisitions
James Hay keeps an eye on the platform market in case a firm that complements its structure becomes available...
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