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Platforms

PA360: Do platforms have to work to keep themselves 'interesting'?

Platforms

PA360: Do platforms have to work to keep themselves 'interesting'?

Specialists from across the industry debate platforms’ future purpose

clock 25 April 2024 • 1 min read
Wealthtime adopts letter of authority tech onto platform

Platforms

Wealthtime adopts letter of authority tech onto platform

Has embedded Origo’s Unipass Letter of Authority as part of ‘efficiency drive’

clock 22 April 2024 • 1 min read
Third Financial commits to HNW market in latest platform signing

Platforms

Third Financial commits to HNW market in latest platform signing

Discretionary wealth firm Mountstone Partners has joined the platform

clock 15 April 2024 • 1 min read
AJ Bell cuts platform fees in bid to enhance competitiveness

Platforms

AJ Bell cuts platform fees in bid to enhance competitiveness

Includes changes to the platform's annual custody charges

clock 05 April 2024 • 2 min read
Schroders UK Platform Awards 2024: Entries are now open!

Platforms

Schroders UK Platform Awards 2024: Entries are now open!

This year's awards will have an increased focus on adviser tech stacks

clock 03 April 2024 • 1 min read
Advised platform assets grow but net sales slump to £1.17bn

Platforms

Advised platform assets grow but net sales slump to £1.17bn

Quilter tops gross sales and True Potential tops net sales

clock 21 March 2024 • 2 min read
Quilter focuses on MPAA clients in latest platform update

Platforms

Quilter focuses on MPAA clients in latest platform update

Clients subject to MPAA will be notified of prior payments

clock 18 March 2024 • 1 min read
Financial concerns steer larger advice firms away from in-house platforms

Platforms

Financial concerns steer larger advice firms away from in-house platforms

‘Why would we want to take on all that headache and work’

clock 05 March 2024 • 3 min read
More advisers change platforms following Consumer Duty

Platforms

More advisers change platforms following Consumer Duty

Advisers are more confident to make switches to improve client experience

clock 04 March 2024 • 1 min read
Advised platform assets set to reach £655bn in 2024

Platforms

Advised platform assets set to reach £655bn in 2024

Fundscape expects platform growth recovery in second half of the year

clock 07 February 2024 • 2 min read
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