professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Platforms

Boutique wealth manager Cauvery partners with Third Financial

Platforms

Boutique wealth manager Cauvery partners with Third Financial

Follows Third Financial’s integration with Intelliflo

clock 04 November 2026 • 1 min read
Platform Orderist launches with intergenerational planning focus

Platforms

Platform Orderist launches with intergenerational planning focus

Also launching direct-to-consumer app

clock 04 November 2026 • 2 min read
The Platforms Association's transfer charter can only solve part of the problem

Platforms

The Platforms Association's transfer charter can only solve part of the problem

‘This is a generational problem’

clock 02 November 2026 • 7 min read
AJ Bell reports record platform AUM of £126bn

Platforms

AJ Bell reports record platform AUM of £126bn

Year-end trading update

clock 22 October 2026 • 1 min read
The problem with decumulation isn't withdrawal rates - it's platform plumbing

Income

The problem with decumulation isn't withdrawal rates - it's platform plumbing

'It's time to think differently about sequencing risk'

clock 08 October 2026 • 4 min read
Discretionary manager Lulworth Investment Partners links with Third Financial

Platforms

Discretionary manager Lulworth Investment Partners links with Third Financial

Providing custody and platform services

clock 23 September 2026 • 2 min read
Vanguard UK Platform Awards 2026: Full list of winners revealed!

Platforms

Vanguard UK Platform Awards 2026: Full list of winners revealed!

See who took home a trophy at last night’s ceremony in London

clock 23 September 2026 • 2 min read
Professional Adviser news editor honoured at UK Platform Awards

Platforms

Professional Adviser news editor honoured at UK Platform Awards

Isabel Baxter scoops Leading Platform Journalist

clock 23 September 2026 • 1 min read
Platform pain points advisers want to see solved

Platforms

Platform pain points advisers want to see solved

Morningstar’s Ben Lester

clock 11 September 2026 • 1 min read
AJ Bell names latest advice firm partner for Model B offering

Platforms

AJ Bell names latest advice firm partner for Model B offering

Links up with Daintree Wealth Management

clock 25 August 2026 • 2 min read
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=platforms&page type=listing page