Displaying items by tag: Platforms
Advisers should review decumulation advice - platform
Financial advisers need to take a closer look at the suitability of their investment approach for clients taking an income, according to platform Wealthtime.
Adviser platform net flows halve in Q4
Net adviser platform flows fell to £655m in the fourth quarter of 2023, their lowest total on record, according to analyst Fundscape.
AJ Bell reports pre-tax full year profits up 50%
Platform and SIPP provider AJ Bell has reported strong growth in revenue and profits in its results for the year ended 30 September published today.
SIPP provider Alltrust launches white-label platform
Alltrust has partnered with Platform One to launch a white-label investment and custody platform.
SIPP provider to help launch adviser platform
Software, training and support services provider PlanHappy is to launch an adviser platform.
Embark Platform rebranded under Scottish Widows name
The Scottish Widows Platform, the new name for The Embark Platform, has been launched this week.
AJ Bell reports 10% rise in advised customers
Total advised customer numbers for platform and SIPP provider AJ Bell rose 10% year-on-year to 156,368 for the quarter ending 30 June.
Transact advised client numbers hit record 229,000
Integrafin, parent company of adviser platform Transact, has reported advised client numbers climbed to a record 229,000 in the three months to the end of June.
Seccl unveils automated drawdown SIPP
Octopus-owned investment platform Seccl has launched a fully digital and paperless drawdown SIPP.
Transact criticises rivals over cash handling
Adviser platform Transact has criticised the approach some other platforms have taken towards cash handling and the use of cash interest.