31 May 2019 News in brief – 31 May
Technology supplier, Altus, and research house, Fundscape, have formed a joint venture to “develop new solutions and products for the financial services industry”....
// Articles & Mentions
22 May 2019 Platform expects 20% growth
The chief executive of Novia, Bill Vasilief, expects the assets on the Bath-based platform to rise by 20 per cent in 2019, driven by the woes of rival platforms. Novia’s most recent set of results showed...
21 May 2019 Who wants to be an Isa millionaire?
The key to financial success is to ensure your money is working as hard as it can at all times. Today, we are turning our attention to the contents of your piggy bank....
17 May 2019 Lloyds job ads provide clues
A slew of jobs listed on the Lloyds careers website provides clues as to the type of roles the bank is offering as it prepares for its joint venture with Schroders, which is due to launch...
16 May 2019 Aviva on road to recovery
Fundscape's analysis of platform performance in the first quarter of 2019 should make for encouraging reading for AJ Bell, Aviva and Transact, but some of the chasing pack appears stagnant....
14 May 2019 Platform sales fall 43 per cent in a year
Sales across both the advised and retail platform industry fell by 43 per cent in the year to the end of March 2019, according to data compiled by Fundscape. Read the full article here....
14 May 2019 Nucleus launches portal as investors seek direct access to portfolios
Nucleus Go provides access to information such as money paid in, withdrawals, fund switches, holdings, gains and losses, as well as more detailed investment analysis over...
03 May 2019 Quilter Investors follows in AJ Bell’s footsteps
£19.2bn multi-asset house has previously been accused of playing catch up. Quilter Investors has taken a page from rival AJ Bell and is looking to add hybrid active and passive portfolios...
02 May 2019 SLA exit charge stings Lloyds to the tune of several hundred million
Lloyds has suffered a “sting in the tail” for its broken contract with Standard Life Aberdeen over a £109bn mandate with its latest results revealing costs are due to cost in the hundreds of millions....
30 Apr 2019 Hargreaves sets roadmap for firms building out telephone advice
Hargreaves Lansdown has set the standard for telephone advice as firms build out teams working with clients via phone to better service those with smaller portfolios....
24 Apr 2019 Portfolio Adviser Wealth Manager Awards 2019
Entries now open for the 2019 PA Wealth Manager Awards!The PA Wealth Manager Awards gathers the great and good from the industry to recognise excellence in wealth management...
24 Apr 2019 Transact assets grow 15% against uncertain backdrop
Transact parent company Integrafin reported its fund under direction (FUD) grew 15.7% year-on-year, despite an uncertain backdrop in Q1 2019. In the three months to 31 March 2019...
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