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Displaying items by tag: Platforms

Thursday, 18 July 2024 17:43

Nucleus to add retirement platform

Adviser platform Nucleus has appointed two new platform directors to support the launch of a new retirement platform for Financial Planners.

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Investment platform AJ Bell has reported a 47% increase in pre-tax profit £61.4m for its first half of 2024 which ended on 31 March (HY23: £41.9m).

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Financial advisers need to take a closer look at the suitability of their investment approach for clients taking an income, according to platform Wealthtime.

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Wednesday, 07 February 2024 13:20

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.

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Thursday, 07 December 2023 13:24

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.

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Wednesday, 08 November 2023 10:36

SIPP provider Alltrust launches white-label platform

Alltrust has partnered with Platform One to launch a white-label investment and custody platform.

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Friday, 06 October 2023 11:28

SIPP provider to help launch adviser platform

Software, training and support services provider PlanHappy is to launch an adviser platform.

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The Scottish Widows Platform, the new name for The Embark Platform, has been launched this week.

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Thursday, 20 July 2023 12:04

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.

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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.

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