14 May Platform sales fall 43 per cent in a year
Posted at 16:45h
in
Sales across both the advised and retail platform industry fell by 43 per cent in...
May 2019
14 May Nucleus launches portal as investors seek direct access to portfolios
Posted at 16:29h
in
Nucleus Go provides access to information such as money paid in, withdrawals, fund switches, holdings,...
13 May Poor start to 2019 for platforms
Posted at 16:28h
in
THERE MAY BE PROBLEMS AHEAD…
By the end of March 2019, stock markets had recovered from the severe whipping they’d received in the last quarter of 2018. All major markets were home to stellar growth, with even the FTSE All Share rising by 8.3% despite Brexit concerns. The upturn pushed UK platform assets up 7.3% to £637bn, a vast improvement on Q418, but only £4bn higher than Q318’s closing balance of £633bn. Hargreaves Lansdown, D2C platform and the UK’s largest distributor, moved into pole position as the UK’s largest investment platform.
03 May Quilter Investors follows in AJ Bell’s footsteps
Posted at 09:00h
in
£19.2bn multi-asset house has previously been accused of playing catch up. Quilter Investors has taken...
02 May SLA exit charge stings Lloyds to the tune of several hundred million
Posted at 09:00h
in
Lloyds has suffered a “sting in the tail” for its broken contract with Standard Life...
30 Apr Hargreaves sets roadmap for firms building out telephone advice
Posted at 09:00h
in
Hargreaves Lansdown has set the standard for telephone advice as firms build out teams working...
24 Apr Portfolio Adviser Wealth Manager Awards 2019
Posted at 10:00h
in
Entries now open for the 2019 PA Wealth Manager Awards!The PA Wealth Manager Awards gathers...
24 Apr Transact assets grow 15% against uncertain backdrop
Posted at 09:00h
in
Transact parent company Integrafin reported its fund under direction (FUD) grew 15.7% year-on-year, despite an...
21 Apr Company director? You could be at risk of fraud
Posted at 11:25h
in
Every three days a person complains to Companies House, the accounts register, that their personal...
18 Apr Guide to platforms
Posted at 09:00h
in
Platforms have become an integral part of many an adviser's working life, and the industry...
17 Apr Interactive investor’s new pricing
Posted at 15:13h
in
Don't just take it from us: several independent national news outlets have written about our...
16 Apr Platform’s new Netflix-style price model
Posted at 10:55h
in
On Monday, Interactive Investor announced a change to its charging structure to adopt Netflix-style pricing....