Displaying items by tag: Platforms
Novia adds ‘drip feed’ pension drawdown functionality
Adviser platform Novia has added new benefit crystallisation event and pension income functionality.
Platform AUM slumps by over £52bn in H1
Total platform assets under management (AUM) slumped by £52.2bn to £838.4bn in the second quarter, down 5.9% on the previous quarter.
Transact owner set for £7.9m VAT battle with HMRC
Integrafin Holdings, the parent company of adviser platform Transact, is to challenge HMRC’s decision to exclude one of its companies from the UK VAT group.
AJ Bell founder Andy Bell steps down as new CEO appointed
SIPP provider and investment platform AJ Bell has appointed deputy CEO Michael Summersgill to succeed founder Andy Bell as CEO from 1 October, subject to regulatory approval.
FNZ UK appoints ex-James Hay CEO as new chief exec
FNZ, the platform ‘engine’ behind many UK investment platforms, has appointed Alastair Conway as its new CEO for the UK and South Africa.
PE owner to combine Novia and Wealthtime brands
Private equity firm Anacap-owned platforms Novia and Wealthtime are to be combined under the Wealthtime brand in the second half of this year.
Goldman Sachs mulls stake in Nucleus - reports
Wall Street bank Goldman Sachs is believed to be one of three bidders aiming to take a sizeable stake in adviser platform Nucleus, according to a report from Sky News today.
7 in 10 advisers considering changing platform
Over two thirds (69%) of financial advisers are considering changing platform provider over the next 12 months, according to new research.
Novia appoints COO after exec reshuffle
Novia Financial, the £9bn adviser platform, has appointed Lynzi Harrison as chief operating officer, completing the reshuffle of its executive team.